Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
2025
Q1
$235K Sell
2024
Q4
$397K Buy
2024
Q3
$313K Hold
2024
Q2
$296K Sell
2024
Q1
$344K Hold
2023
Q4
$265K Hold
2023
Q3
$235K Hold
2023
Q2
$221K Sell
2023
Q1
$248K Sell
2022
Q4
$275K Hold
2022
Q3
$233K Hold
2022
Q2
$220K Sell
2022
Q1
$364K Sell
2021
Q4
$432K Hold
2021
Q3
$373K Hold
2021
Q2
$371K Hold
2021
Q1
$346K Hold
2020
Q4
$300K Hold
2020
Q3
$255K Hold
2020
Q2
$219K Buy