Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$200K Hold
2025
Q1
$227K Hold
2024
Q4
$267K Hold
2024
Q3
$293K Hold
2024
Q2
$286K Hold
2024
Q1
$247K Hold
2023
Q4
$232K Hold
2023
Q3
$210K Hold
2023
Q2
$251K Hold
2023
Q1
$240K Sell
2022
Q4
$238K Buy
2022
Q3
Sell
2022
Q2
$258K Buy
2022
Q1
$279K Hold
2021
Q4
$289K Hold
2021
Q3
$210K Hold
2021
Q2
$232K Hold
2021
Q1
$244K Buy