Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$470K Hold
2025
Q1
$387K Hold
2024
Q4
$429K Hold
2024
Q3
$449K Hold
2024
Q2
$388K Hold
2024
Q1
$408K Hold
2023
Q4
$358K Hold
2023
Q3
$294K Hold
2023
Q2
$280K Hold
2023
Q1
$259K Hold
2022
Q4
$243K Buy
2022
Q3
Sell
2022
Q2
$202K Hold
2022
Q1
$232K Hold
2021
Q4
$307K Hold
2021
Q3
$258K Hold
2021
Q2
$275K Hold
2021
Q1
$273K Hold
2020
Q4
$231K Buy
2020
Q1
Sell
2019
Q4
$222K Buy