Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$446K Sell
2025
Q1
$364K Buy
2024
Q4
$370K Hold
2024
Q3
$378K Sell
2024
Q2
$321K Sell
2024
Q1
$303K Sell
2023
Q4
$270K Sell
2023
Q3
$277K Hold
2023
Q2
$312K Sell
2023
Q1
$275K Sell
2022
Q4
$251K Buy
2022
Q3
Sell
2022
Q2
$213K Hold
2022
Q1
$252K Buy
2021
Q4
$262K Hold
2021
Q3
$262K Hold
2021
Q2
$234 Hold
2021
Q1
$211 Buy