Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
2025
Q1
$384K Hold
2024
Q4
$433K Hold
2024
Q3
$520K Sell
2024
Q2
$524K Hold
2024
Q1
$559K Hold
2023
Q4
$483K Hold
2023
Q3
$411K Hold
2023
Q2
$438K Hold
2023
Q1
$384K Sell
2022
Q4
$549K Hold
2022
Q3
$474K Hold
2022
Q2
$476K Hold
2022
Q1
$532K Sell
2021
Q4
$709K Hold
2021
Q3
$575K Buy
2021
Q2
$592K Hold
2021
Q1
$561K Hold
2020
Q4
$486K Buy