Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
2025
Q1
$351K Sell
2024
Q4
$434K Buy
2024
Q3
$477K Buy
2024
Q2
$465K Buy
2024
Q1
$399K Buy
2023
Q4
$395K Sell
2023
Q3
$419K Hold
2023
Q2
$501K Hold
2023
Q1
$479K Hold
2022
Q4
$438K Sell
2022
Q3
$408K Sell
2022
Q2
$554K Hold
2022
Q1
$614K Hold
2021
Q4
$637K Buy
2021
Q3
$461K Buy
2021
Q2
$501K Buy
2021
Q1
$523K Buy
2020
Q4
$392K Buy