Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$591K Sell
2025
Q1
$524K Sell
2024
Q4
$526K Buy
2024
Q3
$580K Buy
2024
Q2
$500K Buy
2024
Q1
$515K Buy
2023
Q4
$338K Hold
2023
Q3
$296K Hold
2023
Q2
$325K Hold
2023
Q1
$271K Hold
2022
Q4
$214K Buy
2022
Q2
Sell
2022
Q1
$218K Hold
2021
Q4
$259K Hold
2021
Q3
$209K Sell
2021
Q2
$216K Buy
2021
Q1
$209K Hold
2020
Q4
$230K Buy