Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
2024
Q4
Sell
2024
Q3
$228K Hold
2024
Q2
$198K Hold
2024
Q1
$183K Hold
2023
Q4
$174K Sell
2023
Q3
$159K Sell
2023
Q2
$173K Sell
2023
Q1
$211K Hold
2022
Q4
$202K Sell
2022
Q3
$177K Buy
2022
Q2
$237K Sell
2022
Q1
$268K Sell
2021
Q4
$317K Sell
2021
Q3
$350K Sell
2021
Q2
$478K Sell
2021
Q1
$644K Sell
2020
Q4
$704K Sell
2020
Q3
$773K Sell
2020
Q2
$839K Buy
2020
Q1
$687K Buy