Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$232K Hold
2025
Q1
$269K Hold
2024
Q4
$282K Sell
2024
Q3
$267K Hold
2024
Q2
$253K Hold
2024
Q1
$301K Buy
2023
Q4
$261K Sell
2023
Q3
$244K Buy
2023
Q2
$285K Sell
2023
Q1
$222K Sell
2022
Q4
$214K Buy
2022
Q3
$225K Hold
2022
Q2
$308K Hold
2022
Q1
$329K Sell
2021
Q4
$470K Hold
2021
Q3
$462K Hold
2021
Q2
$466K Sell
2021
Q1
$505K Hold
2020
Q4
$360K Buy