Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$227K Sell
2024
Q4
$251K Sell
2024
Q3
$269K Sell
2024
Q2
$279K Hold
2024
Q1
$269K Hold
2023
Q4
$281K Sell
2023
Q3
$216K Buy
2022
Q1
Sell
2021
Q4
$220K Buy
2021
Q3
$203K Buy
2021
Q2
Sell
2021
Q1
$252K Buy
2020
Q4
$321K Sell
2020
Q3
$257K Buy
2020
Q2
$201K Sell
2020
Q1
$205K Buy
2019
Q1
Sell
2018
Q4
$202K Buy