Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$173K Hold
2025
Q1
$171K Sell
2024
Q4
$177K Hold
2024
Q3
$180K Hold
2024
Q2
$165K Hold
2024
Q1
$188K Hold
2023
Q4
$169K Hold
2023
Q3
$153K Hold
2023
Q2
$171K Hold
2023
Q1
$178K Sell
2022
Q4
$178K Sell
2022
Q3
$195K Hold
2022
Q2
$233K Buy
2022
Q1
$224K Buy
2021
Q4
$207K Sell
2021
Q3
$260K Hold
2021
Q2
$257K Buy
2020
Q4
$194K Buy