Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$217K Sell
2024
Q4
$231K Hold
2024
Q3
$235K Sell
2024
Q2
$318K Buy
2024
Q1
$293K Hold
2023
Q4
$277K Hold
2023
Q3
$314K Sell
2023
Q2
$296K Hold
2023
Q1
$307K Hold
2022
Q4
$338K Hold
2022
Q3
$271K Hold
2022
Q2
$273K Hold
2022
Q1
$307K Hold
2021
Q4
$221K Hold
2021
Q3
$191K Hold
2021
Q2
$197K Hold
2021
Q1
$197K Sell
2020
Q4
$196K Buy