Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$227K Buy
2024
Q4
Sell
2024
Q3
$216K Buy
2024
Q1
Sell
2023
Q4
$223K Sell
2023
Q3
$205K Sell
2023
Q2
$318K Buy
2023
Q1
$243K Buy
2022
Q4
$243K Sell
2022
Q3
$227K Buy
2022
Q2
$254K Buy
2022
Q1
$231K Hold
2021
Q4
$231K Buy
2021
Q3
$212K Buy
2021
Q2
$213K Buy