Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$522K Hold
2025
Q1
$512K Sell
2024
Q4
$551K Hold
2024
Q3
$536K Hold
2024
Q2
$443K Hold
2024
Q1
$515K Hold
2023
Q4
$520K Hold
2023
Q3
$472K Hold
2023
Q2
$431K Hold
2023
Q1
$514K Buy
2022
Q4
$427K Hold
2022
Q3
$387K Buy
2022
Q2
$352K Buy
2022
Q1
$421K Buy
2021
Q4
$494K Hold
2021
Q3
$491K Buy
2021
Q2
$401K Buy
2021
Q1
$283K Buy
2020
Q4
$248K Buy