Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
2025
Q1
$293K Buy
2024
Q4
Sell
2024
Q3
$269K Buy
2024
Q2
$313K Sell
2024
Q1
$364K Buy
2023
Q4
$251K Buy
2022
Q2
Sell
2022
Q1
$241K Buy
2021
Q4
$271K Hold
2021
Q3
$253K Hold
2021
Q2
$235K Sell
2021
Q1
$292K Hold
2020
Q4
$231K Buy