Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Hold
2025
Q1
$370K Hold
2024
Q4
$577K Hold
2024
Q3
$568K Hold
2024
Q2
$497K Buy
2024
Q1
$534K Hold
2023
Q4
$527K Sell
2023
Q3
$502K Hold
2023
Q2
$488K Buy
2023
Q1
$446K Hold
2022
Q4
$363K Sell
2022
Q3
$684K Buy
2022
Q2
$314K Buy
2022
Q1
$440K Hold
2021
Q4
$573K Sell
2021
Q3
$771K Buy
2021
Q2
$603K Buy
2021
Q1
$403K Buy
2020
Q4
$476K Buy