Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$457K Buy
2025
Q1
$296K Buy
2024
Q4
$284K Hold
2024
Q3
$255K Buy
2024
Q2
$225K Buy
2024
Q1
$236K Buy
2023
Q4
$239K Sell
2023
Q3
$275K Hold
2023
Q2
$265K Sell
2023
Q1
$271K Buy
2022
Q4
$246K Sell
2022
Q3
$244K Sell
2022
Q2
$277K Buy
2022
Q1
$362K Buy
2021
Q4
$411K Buy
2021
Q3
$335K Buy
2021
Q2
$326K Buy
2021
Q1
$318K Buy
2020
Q4
$261K Sell
2020
Q3
$238K Buy