Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$223K Sell
2024
Q4
$275K Sell
2024
Q3
$346K Buy
2024
Q2
$334K Buy
2024
Q1
$291K Hold
2023
Q4
$294K Hold
2023
Q3
$275K Buy
2023
Q2
Sell
2023
Q1
$252K Hold
2022
Q4
$274K Sell
2022
Q3
$249K Hold
2022
Q2
$268K Hold
2022
Q1
$267K Sell
2021
Q4
$253K Sell
2021
Q3
$280K Buy
2021
Q2
$317K Hold
2021
Q1
$336K Buy
2020
Q4
$220K Buy