Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
2025
Q1
$239K Hold
2024
Q4
$255K Hold
2024
Q3
$261K Buy
2024
Q2
$244K Hold
2024
Q1
$239K Hold
2023
Q4
$208K Hold
2023
Q3
$188K Hold
2023
Q2
$199K Hold
2023
Q1
$205K Hold
2022
Q4
$183K Hold
2022
Q3
$157K Hold
2022
Q2
$164K Hold
2022
Q1
$212K Hold
2021
Q4
$245K Hold
2021
Q3
$210K Hold
2021
Q2
$203K Sell
2021
Q1
$186K Sell
2020
Q4
$171K Buy
2020
Q3
$146K Hold
2020
Q2
$130K Buy