Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$230K Hold
2025
Q1
$238K Hold
2024
Q4
$241K Hold
2024
Q3
$361K Sell
2024
Q2
$420K Buy
2024
Q1
$391K Hold
2023
Q4
$453K Hold
2023
Q3
$439K Hold
2023
Q2
$524K Buy
2023
Q1
$465K Hold
2022
Q4
$456K Hold
2022
Q3
$435K Hold
2022
Q2
$510K Hold
2022
Q1
$575K Hold
2021
Q4
$540K Hold
2021
Q3
$519K Hold
2021
Q2
$512K Hold
2021
Q1
$468K Buy