Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
2025
Q1
$240K Sell
2024
Q4
$310K Sell
2024
Q3
$362K Sell
2024
Q2
$414K Hold
2024
Q1
$435K Sell
2023
Q4
$432K Hold
2023
Q3
$354K Hold
2023
Q2
$397K Sell
2023
Q1
$371K Hold
2022
Q4
$387K Buy
2022
Q3
$298K Buy
2022
Q2
$312K Sell
2022
Q1
$281K Buy
2021
Q4
$245K Buy
2021
Q3
$238K Hold
2021
Q2
$247K Sell
2021
Q1
$252K Sell
2020
Q4
$283K Buy