Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$279K Hold
2025
Q1
$263K Hold
2024
Q4
$238K Hold
2024
Q3
$281K Hold
2024
Q2
$255K Hold
2024
Q1
$261K Hold
2023
Q4
$255K Hold
2023
Q3
$255K Hold
2023
Q2
$261K Hold
2023
Q1
$222K Hold
2022
Q4
$214K Buy
2022
Q3
Sell
2022
Q2
$239K Hold
2022
Q1
$282K Hold
2021
Q4
$282K Sell
2021
Q3
$266K Hold
2021
Q2
$268K Hold
2021
Q1
$248K Hold
2020
Q4
$246K Hold
2020
Q3
$229K Sell
2020
Q2
$219K Buy