Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Hold
2025
Q1
$235K Hold
2024
Q4
$206K Hold
2024
Q3
$218K Hold
2024
Q2
$251K Hold
2024
Q1
$262K Hold
2023
Q4
$246K Hold
2023
Q3
$269K Hold
2023
Q2
$246K Hold
2023
Q1
$264K Sell
2022
Q4
$257K Hold
2022
Q3
$210K Sell
2022
Q2
$221K Hold
2022
Q1
$230K Hold
2021
Q4
$208K Sell
2021
Q3
$226K Sell
2021
Q2
$316K Buy