Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$606K Hold
2025
Q1
$655K Hold
2024
Q4
$657K Hold
2024
Q3
$638K Hold
2024
Q2
$491K Hold
2024
Q1
$513K Hold
2023
Q4
$482K Hold
2023
Q3
$384K Hold
2023
Q2
$378K Hold
2023
Q1
$369K Hold
2022
Q4
$284K Hold
2022
Q3
$272K Hold
2022
Q2
$287K Hold
2022
Q1
$329K Sell
2021
Q4
$423K Hold
2021
Q3
$376K Hold
2021
Q2
$271K Hold
2021
Q1
$207K Hold
2020
Q4
$214K Buy