Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
2025
Q1
$144K Buy
2024
Q4
$174K Hold
2024
Q3
$163K Hold
2024
Q2
$163K Buy
2024
Q1
$151K Sell
2023
Q4
$337K Sell
2023
Q3
$339K Sell
2023
Q2
$331K Sell
2023
Q1
$292K Sell
2022
Q4
$343K Buy
2022
Q3
$439K Buy
2022
Q2
$328K Sell
2022
Q1
$534K Buy
2021
Q4
$651K Buy
2021
Q3
$721K Buy
2021
Q2
$541K Buy
2021
Q1
$526K Buy