Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
2025
Q1
$408K Buy
2024
Q4
$333K Sell
2024
Q3
$395K Buy
2024
Q2
$373K Hold
2024
Q1
$403K Hold
2023
Q4
$332K Hold
2023
Q3
$346K Buy
2023
Q2
$281K Hold
2023
Q1
$265K Hold
2022
Q4
$331K Hold
2022
Q3
$277K Hold
2022
Q2
$263K Hold
2022
Q1
$239K Hold
2021
Q4
$236K Hold
2021
Q3
$202K Hold
2021
Q2
$233K Buy