Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
2025
Q1
Sell
2024
Q4
$200K Hold
2024
Q3
$260K Hold
2024
Q2
$258K Hold
2024
Q1
$294K Hold
2023
Q4
$262K Hold
2023
Q3
$232K Sell
2023
Q2
$212K Buy
2023
Q1
$224K Hold
2022
Q4
$206K Buy
2022
Q2
Sell
2022
Q1
$206K Hold
2021
Q4
$236K Hold
2021
Q3
$210K Hold
2021
Q2
$201K Buy
2020
Q3
Sell
2020
Q2
$134K Buy