Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
2025
Q1
$271K Buy
2024
Q4
$240K Sell
2024
Q3
$322K Buy
2024
Q2
$283K Buy
2024
Q1
$349K Hold
2023
Q4
$306K Sell
2023
Q3
$375K Sell
2023
Q2
$405K Buy
2023
Q1
$370K Hold
2022
Q4
$316K Hold
2022
Q3
$257K Buy
2022
Q2
$216K Sell
2022
Q1
$353K Hold
2021
Q4
$271K Buy
2021
Q1
Sell
2020
Q4
$106K Hold
2020
Q3
$90K Buy