Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$503K Hold
2025
Q1
$501K Buy
2024
Q4
$406K Hold
2024
Q3
$510K Hold
2024
Q2
$487K Hold
2024
Q1
$535K Hold
2023
Q4
$441K Hold
2023
Q3
$421K Hold
2023
Q2
$413K Hold
2023
Q1
$376K Hold
2022
Q4
$488K Buy
2022
Q3
$351K Hold
2022
Q2
$332K Hold
2022
Q1
$302K Hold
2021
Q4
$292K Hold
2021
Q3
$253K Sell
2021
Q2
$305K Sell
2021
Q1
$317K Hold
2020
Q4
$273K Sell
2020
Q3
$231K Sell
2020
Q2
$258K Hold
2020
Q1
$242K Buy