Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
2025
Q1
$328K Sell
2024
Q4
$406K Buy
2024
Q3
$380K Buy
2024
Q2
$309K Buy
2024
Q1
$281K Buy
2023
Q4
$202K Buy
2023
Q3
$211K Buy
2022
Q2
Sell
2022
Q1
$272K Sell
2021
Q4
$258K Sell
2021
Q3
$310K Hold
2021
Q2
$258K Sell
2021
Q1
$256K Sell
2020
Q4
$315K Hold
2020
Q3
$307K Buy
2020
Q2
$266K Buy