Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$615K Buy
2025
Q1
$546K Hold
2024
Q4
$465K Hold
2024
Q3
$469K Hold
2024
Q2
$427K Hold
2024
Q1
$468K Sell
2023
Q4
$475K Buy
2023
Q3
$398K Sell
2023
Q2
$470K Buy
2023
Q1
$417K Sell
2022
Q4
$474K Hold
2022
Q3
$418K Buy
2022
Q2
$447K Hold
2022
Q1
$487K Hold
2021
Q4
$579K Hold
2021
Q3
$486K Buy
2021
Q2
Sell
2021
Q1
$521K Hold
2020
Q4
$483K Buy