Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$440K Hold
2025
Q1
$394K Hold
2024
Q4
$469K Hold
2024
Q3
$548K Hold
2024
Q2
$467K Hold
2024
Q1
$583K Buy
2023
Q4
$510K Hold
2023
Q3
$449K Hold
2023
Q2
$519K Hold
2023
Q1
$576K Hold
2022
Q4
$550K Hold
2022
Q3
$391K Hold
2022
Q2
$480K Hold
2022
Q1
$632K Hold
2021
Q4
$783K Hold
2021
Q3
$683K Hold
2021
Q2
$726K Hold
2021
Q1
$625K Sell
2020
Q4
$877K Buy