Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Hold
2025
Q1
$309K Hold
2024
Q4
$342K Hold
2024
Q3
$358K Hold
2024
Q2
$309K Hold
2024
Q1
$326K Hold
2023
Q4
$286K Hold
2023
Q3
$234K Hold
2023
Q2
$223K Hold
2023
Q1
$207K Buy
2022
Q1
Sell
2021
Q4
$245K Hold
2021
Q3
$205K Hold
2021
Q2
$219K Hold
2021
Q1
$218K Buy
2019
Q4
Sell
2019
Q3
$146K Buy