Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
2025
Q1
$373K Sell
2024
Q4
$425K Hold
2024
Q3
$392K Sell
2024
Q2
$384K Sell
2024
Q1
$361K Sell
2023
Q4
$398K Buy
2022
Q2
$295K Buy
2021
Q3
$310K Hold
2021
Q2
$332K Hold
2021
Q1
$308K Buy
2020
Q4
$268K Sell
2020
Q3
$253K Hold
2020
Q2
$245K Hold
2020
Q1
$236K Sell
2019
Q4
$338K Buy