Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$428K Hold
2025
Q1
$417K Hold
2024
Q4
$385K Hold
2024
Q3
$455K Hold
2024
Q2
$385K Hold
2024
Q1
$351K Hold
2023
Q4
$339K Hold
2023
Q3
$346K Hold
2023
Q2
$365K Hold
2023
Q1
$364K Sell
2022
Q4
$453K Hold
2022
Q3
$395K Hold
2022
Q2
$412K Sell
2022
Q1
$442K Buy
2021
Q4
$484K Sell
2021
Q3
$258K Hold
2021
Q2
$568K Buy
2021
Q1
$503K Hold
2020
Q4
$543K Buy