Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$208K Hold
2024
Q4
$211K Hold
2024
Q3
$236K Hold
2024
Q2
$229K Hold
2024
Q1
$243K Sell
2023
Q4
$263K Hold
2023
Q3
$263K Sell
2023
Q2
$415K Sell
2023
Q1
$488K Buy
2022
Q4
$375K Hold
2022
Q3
$339K Hold
2022
Q2
$346K Hold
2022
Q1
$348K Hold
2021
Q4
$361K Sell
2021
Q3
$338K Hold
2021
Q2
$333K Hold
2021
Q1
$318K Hold
2020
Q4
$333K Buy