Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$331K Hold
2025
Q1
$317K Buy
2024
Q4
$320K Hold
2024
Q3
$327K Hold
2024
Q2
$308K Hold
2024
Q1
$302K Sell
2023
Q4
$278K Sell
2023
Q3
$254K Sell
2023
Q2
$313K Hold
2023
Q1
$322K Hold
2022
Q4
$287K Buy
2022
Q3
$212K Buy
2022
Q2
Sell
2022
Q1
$239K Hold
2021
Q4
$276K Sell
2021
Q3
$254K Hold
2021
Q2
$243K Sell
2021
Q1
$278K Hold
2020
Q4
$257K Sell
2020
Q3
$242K Hold
2020
Q2
$217K Buy