Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$241K Hold
2025
Q1
$239K Sell
2024
Q4
$254K Hold
2024
Q3
$259K Hold
2024
Q2
$237K Hold
2024
Q1
$253K Hold
2023
Q4
$264K Sell
2023
Q3
$259K Hold
2023
Q2
$291K Hold
2023
Q1
$303K Hold
2022
Q4
$300K Hold
2022
Q3
$277K Hold
2022
Q2
$332K Sell
2022
Q1
$323K Hold
2021
Q4
$311K Hold
2021
Q3
$310K Sell
2021
Q2
$370K Hold
2021
Q1
$374K Hold
2020
Q4
$353K Buy