Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$329K Buy
2023
Q4
Sell
2023
Q3
$294K Sell
2023
Q2
$293K Hold
2023
Q1
$231K Sell
2022
Q4
$357K Sell
2022
Q3
$299K Buy
2022
Q2
$293K Buy
2022
Q1
$283K Hold
2021
Q4
$352K Buy
2021
Q3
$318K Hold
2021
Q2
$323K Hold
2021
Q1
$262K Sell
2020
Q4
$279K Buy
2020
Q3
$271K Buy
2020
Q2
$239K Buy