Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
2025
Q1
$442K Hold
2024
Q4
$397K Buy
2024
Q3
$447K Sell
2024
Q2
$432K Sell
2024
Q1
$466K Sell
2023
Q4
$416K Hold
2023
Q3
$378K Hold
2023
Q2
$386K Buy
2023
Q1
$338K Hold
2022
Q4
$310K Sell
2022
Q3
$263K Hold
2022
Q2
$281K Buy
2022
Q1
$309K Hold
2021
Q4
$335K Hold
2021
Q3
$284K Buy
2021
Q2
$269K Hold
2021
Q1
$261K Hold
2020
Q4
$245K Hold
2020
Q3
$221K Buy