Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$202K Hold
2025
Q1
$180K Hold
2024
Q4
$234K Hold
2024
Q3
$235K Hold
2024
Q2
$171K Hold
2024
Q1
$155K Hold
2023
Q4
$282K Hold
2023
Q3
$288K Hold
2023
Q2
$204K Hold
2023
Q1
$275K Hold
2022
Q4
$396K Hold
2022
Q3
$330K Hold
2022
Q2
$373K Hold
2022
Q1
$732K Buy
2021
Q4
Sell
2021
Q3
$752K Hold
2021
Q2
$792K Hold
2021
Q1
$940K Hold
2020
Q4
$763K Hold
2020
Q3
$413K Hold
2020
Q2
$512K Buy