Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
2025
Q1
$345K Hold
2024
Q4
$321K Sell
2024
Q3
$355K Buy
2024
Q2
$283K Hold
2024
Q1
$272K Buy
2023
Q4
$261K Buy
2023
Q3
$243K Hold
2023
Q2
$221K Buy
2023
Q1
$204K Sell
2022
Q4
$347K Sell
2022
Q3
$281K Buy
2022
Q2
$274K Buy
2022
Q1
$317K Sell
2021
Q4
$293K Buy
2021
Q3
$261K Buy
2021
Q2
$268K Buy
2021
Q1
$255K Buy
2020
Q4
$221K Buy