Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
2025
Q1
$394K Hold
2024
Q4
$401K Hold
2024
Q3
$410K Sell
2024
Q2
$378K Buy
2024
Q1
$268K Hold
2023
Q4
$241K Hold
2023
Q3
$218K Hold
2023
Q2
$245K Hold
2023
Q1
$255K Buy
2022
Q3
Sell
2022
Q2
$280K Buy
2021
Q4
Sell
2021
Q3
$259K Buy
2021
Q2
Sell
2021
Q1
$260K Sell
2020
Q4
$269K Buy