Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$406K Hold
2025
Q1
$459K Hold
2024
Q4
$401K Buy
2024
Q3
$420K Hold
2024
Q2
$483K Sell
2024
Q1
$967K Sell
2023
Q4
$913K Hold
2023
Q3
$999K Hold
2023
Q2
$910K Hold
2023
Q1
$979K Sell
2022
Q4
$906K Buy
2022
Q3
$685K Hold
2022
Q2
$680K Hold
2022
Q1
$705K Sell
2021
Q4
$890K Hold
2021
Q3
$914K Buy
2021
Q2
$874K Sell
2021
Q1
$898K Buy
2020
Q4
$700K Buy