Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Hold
2025
Q1
$408K Hold
2024
Q4
$346K Hold
2024
Q3
$385K Hold
2024
Q2
$334K Hold
2024
Q1
$355K Hold
2023
Q4
$302K Hold
2023
Q3
$290K Hold
2023
Q2
$262K Hold
2023
Q1
$310K Hold
2022
Q4
$315K Hold
2022
Q3
$261K Hold
2022
Q2
$298K Hold
2022
Q1
$316K Hold
2021
Q4
$264K Hold
2021
Q3
$210K Hold
2021
Q2
$219K Sell
2021
Q1
$1.66M Hold
2020
Q4
$1.65M Hold
2020
Q3
$1.35M Hold
2020
Q2
$1.51M Buy