Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
2025
Q1
$281K Hold
2024
Q4
$235K Sell
2024
Q3
$323K Hold
2024
Q2
$313K Buy
2024
Q1
$284K Hold
2023
Q4
$288K Sell
2023
Q3
$312K Hold
2023
Q2
$256K Hold
2023
Q1
$269K Hold
2022
Q4
$267K Sell
2022
Q3
$270K Hold
2022
Q2
$298K Hold
2022
Q1
$299K Hold
2021
Q4
$269K Buy