Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$185K Buy
2024
Q4
$197K Buy
2024
Q3
$199K Sell
2024
Q2
$181K Sell
2024
Q1
$210K Sell
2023
Q4
$211K Buy
2023
Q3
$189K Buy
2023
Q2
$184K Buy
2023
Q1
$158K Buy
2022
Q4
$137K Buy
2022
Q1
Sell
2021
Q4
$149K Sell
2021
Q3
$145K Buy
2021
Q2
$151K Hold
2021
Q1
$139K Sell
2020
Q4
$152K Buy
2013
Q4
$221K Buy