Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$366K Sell
2025
Q1
$336K Sell
2024
Q4
$321K Hold
2024
Q3
$298K Hold
2024
Q2
$263K Sell
2024
Q1
$264K Hold
2023
Q4
$209K Hold
2023
Q3
$175K Sell
2023
Q2
$192K Hold
2023
Q1
$177K Sell
2022
Q4
$150K Hold
2022
Q3
$118K Sell
2022
Q2
$136K Buy
2022
Q1
$161K Buy
2021
Q4
$196K Sell
2021
Q3
$196K Sell
2021
Q2
$225K Sell
2021
Q1
$202K Buy
2020
Q4
$202K Sell
2020
Q3
$257K Buy