Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$239K Sell
2024
Q4
$266K Buy
2024
Q3
$293K Hold
2024
Q2
$319K Buy
2024
Q1
$312K Hold
2023
Q4
$258K Hold
2023
Q3
$244K Hold
2023
Q2
$273K Hold
2023
Q1
$252K Sell
2022
Q4
$272K Buy
2022
Q3
$204K Sell
2022
Q2
$225K Buy
2021
Q1
Sell
2020
Q4
$203K Sell
2020
Q3
$251K Buy
2020
Q2
$203K Sell
2020
Q1
$205K Sell
2019
Q4
$253K Buy