Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
2025
Q1
$162K Hold
2024
Q4
$192K Hold
2024
Q3
$203K Hold
2024
Q2
$181K Sell
2024
Q1
$219K Hold
2023
Q4
$238K Hold
2023
Q3
$215K Sell
2023
Q2
$181K Sell
2023
Q1
$169K Sell
2022
Q4
$181K Hold
2022
Q3
$173K Hold
2022
Q2
$197K Sell
2022
Q1
$264K Sell
2021
Q4
$263K Hold
2021
Q3
$234K Hold
2021
Q2
$261K Hold
2021
Q1
$228K Sell
2020
Q4
$253K Sell
2020
Q3
$268K Sell
2020
Q2
$276K Buy