Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$355K Hold
2025
Q1
$342K Sell
2024
Q4
$337K Hold
2024
Q3
$357K Hold
2024
Q2
$267K Buy
2023
Q1
Sell
2022
Q4
$569K Sell
2022
Q3
$544K Buy
2022
Q2
$618K Buy
2022
Q1
$691K Buy
2021
Q4
$761K Buy
2021
Q3
$719K Buy
2021
Q2
$777K Buy
2020
Q4
$721K Buy
2020
Q3
$653K Buy
2020
Q2
$613K Buy
2020
Q1
$491K Buy
2019
Q4
$386K Buy