Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$324K Hold
2025
Q1
$348K Hold
2024
Q4
$302K Buy
2023
Q4
Sell
2023
Q3
$222K Buy
2023
Q2
Sell
2023
Q1
$130K Hold
2022
Q4
$128K Hold
2022
Q3
$116K Hold
2022
Q2
$138K Hold
2022
Q1
$133K Hold
2021
Q4
$121K Sell
2021
Q3
$133K Hold
2021
Q2
$157K Sell
2021
Q1
$178K Hold
2020
Q4
$155K Sell
2020
Q3
$154K Hold
2020
Q2
$191K Hold
2020
Q1
$216K Sell
2019
Q4
$275K Buy