Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
2025
Q1
$417K Buy
2024
Q4
$354K Buy
2024
Q3
$303K Sell
2024
Q2
$317K Buy
2024
Q1
$266K Sell
2023
Q4
$310K Buy
2023
Q3
Sell
2023
Q2
$211K Sell
2023
Q1
$215K Buy
2022
Q2
Sell
2022
Q1
$277K Sell
2021
Q4
$321K Sell
2021
Q3
$290K Sell
2021
Q2
$286K Sell
2021
Q1
$289K Hold
2020
Q4
$250K Buy