Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$280K Hold
2025
Q1
$288K Hold
2024
Q4
$286K Hold
2024
Q3
$323K Sell
2024
Q2
$356K Hold
2024
Q1
$377K Sell
2023
Q4
$501K Buy
2023
Q3
$507K Buy
2023
Q2
$446K Hold
2023
Q1
$454K Hold
2022
Q4
$414K Hold
2022
Q3
$394K Hold
2022
Q2
$384K Hold
2022
Q1
$387K Hold
2021
Q4
$346K Hold
2021
Q3
$302K Hold
2021
Q2
$311K Buy
2021
Q1
$211K Hold
2020
Q4
$204K Buy