Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$435K Hold
2025
Q1
$328K Hold
2024
Q4
$356K Hold
2024
Q3
$352K Hold
2024
Q2
$390K Hold
2024
Q1
$535K Hold
2023
Q4
$414K Buy
2023
Q3
$283K Hold
2023
Q2
$258K Buy
2022
Q2
Sell
2022
Q1
$662K Buy
2021
Q4
$453K Buy
2021
Q3
$545K Sell
2021
Q2
$617K Buy
2021
Q1
$638K Buy
2020
Q4
$479K Sell
2020
Q3
$307K Buy
2020
Q2
Sell
2020
Q1
$280K Buy