Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
2025
Q1
$263K Sell
2024
Q4
$308K Hold
2024
Q3
$326K Sell
2024
Q2
$295K Buy
2023
Q3
Sell
2023
Q2
$298K Buy
2023
Q1
$305K Buy
2022
Q4
$332K Buy
2022
Q3
$244K Sell
2022
Q2
$372K Buy
2022
Q1
$395K Hold
2021
Q4
$472K Hold
2021
Q3
$466K Sell
2021
Q2
$533K Buy
2021
Q1
$400K Hold
2020
Q4
$363K Buy
2020
Q3
$320K Buy
2019
Q2
Sell
2019
Q1
$208K Buy