Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$567K Hold
2025
Q2
$540K Hold
2025
Q1
$412K Buy
2024
Q2
$475K Hold
2024
Q1
$473K Hold
2023
Q4
$365K Hold
2023
Q3
$323K Hold
2023
Q2
$304K Hold
2023
Q1
$259K Hold
2022
Q4
$238K Hold
2022
Q3
$202K Buy
2022
Q2
Sell
2022
Q1
$230K Hold
2021
Q4
$262K Hold
2021
Q3
$226K Hold
2021
Q2
$224K Hold
2021
Q1
$209K Hold
2020
Q4
$182K Buy
2020
Q3
Sell
2020
Q2
$132K Sell
2020
Q1
$362K Buy