Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$470K Hold
2025
Q1
$449K Buy
2024
Q4
$420K Hold
2024
Q3
$406K Hold
2024
Q2
$389K Hold
2024
Q1
$336K Buy
2023
Q4
$283K Sell
2023
Q3
$411K Buy
2023
Q2
$230K Sell
2023
Q1
$443K Sell
2022
Q4
$414K Hold
2022
Q3
$429K Buy
2022
Q2
$415K Hold
2022
Q1
$498K Hold
2021
Q4
$491K Hold
2021
Q3
$389K Sell
2021
Q2
$379K Hold
2021
Q1
$337K Buy