Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
2025
Q1
$309K Hold
2024
Q4
$279K Sell
2024
Q3
$254K Hold
2024
Q2
$242K Sell
2024
Q1
$257K Buy
2023
Q4
$240K Sell
2023
Q3
$217K Hold
2023
Q2
$224K Hold
2023
Q1
$213K Sell
2022
Q4
$201K Buy
2022
Q3
Sell
2022
Q2
$242K Hold
2022
Q1
$273K Buy
2021
Q4
$26.9K Sell
2021
Q3
$236K Buy
2021
Q2
$242K Sell
2021
Q1
$282K Buy
2020
Q4
$227K Buy