Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Hold
2025
Q1
$382K Hold
2024
Q4
$370K Buy
2024
Q3
$335K Hold
2024
Q2
$321K Hold
2024
Q1
$277K Sell
2023
Q4
$271K Buy
2023
Q3
$195K Hold
2023
Q2
$186K Hold
2023
Q1
$171K Hold
2022
Q4
$157K Hold
2022
Q3
$163K Hold
2022
Q2
$165K Hold
2022
Q1
$199K Hold
2021
Q4
$196K Hold
2021
Q3
$155K Hold
2021
Q2
$137K Hold
2021
Q1
$122K Hold
2020
Q4
$130K Buy