Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$381K Hold
2025
Q1
$322K Hold
2024
Q4
$291K Hold
2024
Q3
$300K Buy
2024
Q2
$269K Hold
2024
Q1
$287K Hold
2023
Q4
$239K Sell
2023
Q3
$261K Hold
2023
Q2
$292K Hold
2023
Q1
$308K Buy
2022
Q4
$294K Buy
2022
Q3
$281K Buy
2022
Q2
$241K Sell
2022
Q1
$256K Hold
2021
Q4
$211K Buy
2021
Q2
Sell
2021
Q1
$208K Buy