Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
2025
Q1
$255K Buy
2024
Q4
$283K Hold
2024
Q3
$249K Sell
2024
Q2
$256K Buy
2021
Q2
Sell
2021
Q1
$189K Buy
2020
Q2
$72K Hold
2020
Q1
$61K Hold
2019
Q4
$74K Hold
2019
Q3
$59K Hold
2019
Q2
$50K Hold
2019
Q1
$52K Hold
2018
Q4
$47K Hold
2018
Q3
$56K Hold
2018
Q2
$47K Hold
2018
Q1
$55K Buy
2017
Q4
$7K Buy