Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
2025
Q1
$360K Hold
2024
Q4
$377K Hold
2024
Q3
$453K Hold
2024
Q2
$556K Hold
2024
Q1
$528K Sell
2023
Q4
$416K Buy
2023
Q3
$294K Buy
2023
Q2
$355K Hold
2023
Q1
$334K Buy
2022
Q4
$144K Sell
2022
Q3
$120K Sell
2022
Q2
$167K Buy
2022
Q1
$207K Buy
2021
Q4
$194K Hold
2021
Q3
$182K Buy
2021
Q2
$118K Hold
2021
Q1
$106K Sell
2020
Q4
$97K Sell
2020
Q3
$78K Buy