Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$401K Hold
2025
Q1
$356K Sell
2024
Q4
$355K Sell
2024
Q3
$366K Buy
2024
Q2
$244K Buy
2024
Q1
$225K Sell
2023
Q4
$289K Hold
2023
Q3
$307K Sell
2023
Q2
$309K Sell
2023
Q1
$312K Buy
2022
Q4
$284K Hold
2022
Q3
$239K Sell
2022
Q2
$262K Buy
2022
Q1
$313K Buy
2021
Q4
$341K Buy
2021
Q2
$280K Buy
2021
Q1
$222K Buy
2020
Q4
$170K Hold
2020
Q3
$150K Buy