Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$431K Hold
2025
Q1
$472K Hold
2024
Q4
$498K Hold
2024
Q3
$570K Hold
2024
Q2
$468K Hold
2024
Q1
$468K Hold
2023
Q4
$488K Sell
2023
Q3
$522K Hold
2023
Q2
$560K Hold
2023
Q1
$628K Hold
2022
Q4
$661K Buy
2022
Q3
$375K Buy
2022
Q2
$415K Sell
2022
Q1
$513K Buy
2021
Q4
$293K Hold
2021
Q3
$252K Buy
2021
Q2
$210K Buy
2020
Q3
$204K Buy