Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$339K Hold
2025
Q1
$331K Sell
2024
Q4
$289K Buy
2024
Q3
$284K Hold
2024
Q2
$259K Sell
2024
Q1
$340K Hold
2023
Q4
$329K Hold
2023
Q3
$290K Sell
2023
Q2
$348K Buy
2022
Q4
$296K Hold
2022
Q3
$261K Hold
2022
Q2
$293K Hold
2022
Q1
$319K Hold
2021
Q4
$380K Sell
2021
Q3
$343K Hold
2021
Q2
$336K Sell
2021
Q1
$348K Hold
2020
Q4
$318K Hold
2020
Q3
$316K Sell
2020
Q2
$292K Buy