Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Hold
2025
Q1
$352K Hold
2024
Q4
$419K Hold
2024
Q3
$368K Hold
2024
Q2
$369K Hold
2024
Q1
$291K Hold
2023
Q4
$221K Sell
2023
Q3
$218K Hold
2023
Q2
$218K Hold
2023
Q1
$201K Buy
2022
Q2
Sell
2022
Q1
$225K Hold
2021
Q4
$259K Hold
2021
Q3
$241K Sell
2021
Q2
$379K Hold
2021
Q1
$373K Hold
2020
Q4
$344K Hold
2020
Q3
$256K Buy