Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$257K Hold
2024
Q4
$297K Hold
2024
Q3
$346K Hold
2024
Q2
$372K Sell
2024
Q1
$342K Buy
2023
Q4
$399K Hold
2023
Q3
$341K Buy
2023
Q2
$321K Hold
2023
Q1
$253K Hold
2022
Q4
$221K Buy
2022
Q3
Sell
2022
Q2
$240K Sell
2022
Q1
$357K Hold
2021
Q4
$445K Buy
2021
Q2
$459K Hold
2021
Q1
$373K Buy
2020
Q4
$208K Hold
2020
Q3
$204K Buy