Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
2025
Q1
$285K Sell
2024
Q4
$252K Sell
2024
Q3
$270K Sell
2024
Q2
$221K Sell
2024
Q1
$234K Sell
2023
Q4
$247K Sell
2023
Q3
$220K Hold
2023
Q2
$235K Sell
2023
Q1
$261K Sell
2022
Q4
$303K Sell
2022
Q3
$361K Buy
2022
Q2
$397K Sell
2022
Q1
$474K Buy
2021
Q4
$552K Sell
2021
Q3
$571K Hold
2021
Q2
$647K Sell
2021
Q1
$781K Buy