Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$308K Buy
2024
Q4
$341K Buy
2024
Q3
$379K Hold
2024
Q2
$413K Buy
2024
Q1
$440K Buy
2023
Q4
$352K Hold
2023
Q3
$333K Hold
2023
Q2
$373K Buy
2023
Q1
$333K Buy
2022
Q4
$318K Hold
2022
Q3
$247K Buy
2022
Q2
$258K Sell
2022
Q1
$309K Hold
2021
Q4
$288K Hold
2021
Q3
$282K Hold
2021
Q2
$292K Sell
2021
Q1
$278K Buy
2020
Q3
Sell
2020
Q2
$556K Buy