Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$209K Hold
2025
Q1
$181K Hold
2024
Q4
$190K Hold
2024
Q3
$182K Hold
2024
Q2
$158K Hold
2024
Q1
$146K Buy
2022
Q1
Sell
2021
Q4
$92K Hold
2021
Q3
$86K Hold
2021
Q2
$82K Hold
2021
Q1
$79K Hold
2020
Q4
$73K Hold
2020
Q3
$62K Hold
2020
Q2
$58K Hold
2020
Q1
$48K Buy
2019
Q2
Sell
2019
Q1
$12K Buy