Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
2025
Q1
$247K Sell
2024
Q4
$465K Sell
2024
Q3
$494K Hold
2024
Q2
$450K Hold
2024
Q1
$492K Hold
2023
Q4
$476K Hold
2023
Q3
$419K Sell
2023
Q2
$513K Buy
2023
Q1
$452K Sell
2022
Q4
$495K Hold
2022
Q3
$436K Hold
2022
Q2
$490K Hold
2022
Q1
$534K Buy
2021
Q4
$561K Sell
2021
Q3
$529K Buy
2021
Q2
$534K Hold
2021
Q1
$536K Hold
2020
Q4
$572K Buy