Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$332K Hold
2025
Q1
$300K Sell
2024
Q4
$312K Hold
2024
Q3
$323K Buy
2024
Q2
$257K Hold
2024
Q1
$275K Hold
2023
Q4
$249K Hold
2023
Q3
$236K Hold
2023
Q2
$286K Hold
2023
Q1
$261K Sell
2022
Q4
$331K Sell
2022
Q3
$275K Buy
2022
Q2
$267K Buy
2022
Q1
$283K Hold
2021
Q4
$255 Hold
2021
Q3
$230 Hold
2021
Q2
$249 Buy
2021
Q1
$223 Buy
2019
Q2
Sell
2019
Q1
$13K Buy