Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$320K Hold
2025
Q1
$339K Hold
2024
Q4
$308K Hold
2024
Q3
$295K Hold
2024
Q2
$261K Hold
2024
Q1
$270K Hold
2023
Q4
$262K Buy
2023
Q3
$231K Hold
2023
Q2
$251K Hold
2023
Q1
$220K Hold
2022
Q4
$231K Hold
2022
Q3
$224K Hold
2022
Q2
$228K Hold
2022
Q1
$273K Hold
2021
Q4
$273K Hold
2021
Q3
$225K Hold
2021
Q2
$215K Buy
2015
Q3
Sell
2015
Q2
$93K Hold
2015
Q1
$99K Hold
2014
Q4
$92K Buy