Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$222K Buy
2024
Q1
Sell
2023
Q4
$212K Buy
2023
Q3
Sell
2023
Q2
$216K Buy
2023
Q1
$240K Hold
2022
Q4
$229K Buy
2022
Q3
Sell
2022
Q2
$200K Hold
2022
Q1
$263K Sell
2021
Q4
$342K Buy
2021
Q3
$283K Buy
2021
Q2
$301K Buy
2021
Q1
$246K Hold
2020
Q4
$262K Hold
2020
Q3
$232K Buy