Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Hold
2025
Q1
$315K Sell
2024
Q4
$280K Sell
2024
Q3
$290K Sell
2024
Q2
$272K Sell
2024
Q1
$308K Hold
2023
Q4
$299K Hold
2023
Q3
$263K Hold
2023
Q2
$296K Sell
2023
Q1
$276K Hold
2022
Q4
$299K Buy
2022
Q3
$259K Hold
2022
Q2
$290K Hold
2022
Q1
$312K Buy
2021
Q4
$375K Hold
2021
Q3
$314K Sell
2021
Q2
$316K Hold
2021
Q1
$326K Buy