Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$424K Hold
2025
Q1
$346K Hold
2024
Q4
$539K Hold
2024
Q3
$349K Hold
2024
Q2
$264K Hold
2024
Q1
$235K Hold
2023
Q4
$332K Hold
2023
Q3
$334K Hold
2023
Q2
$349K Hold
2023
Q1
$277K Buy
2022
Q4
Sell
2022
Q3
$442K Hold
2022
Q2
$374K Hold
2022
Q1
$598K Hold
2021
Q4
$587K Hold
2021
Q3
$430K Hold
2021
Q2
$377K Hold
2021
Q1
$371K Hold
2020
Q4
$392K Hold
2020
Q3
$238 Buy