Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Buy
2025
Q1
$244K Sell
2024
Q4
$276K Hold
2024
Q3
$332K Hold
2024
Q2
$407K Buy
2024
Q1
$385K Sell
2023
Q4
$357K Sell
2023
Q3
$303K Sell
2023
Q2
$386K Hold
2023
Q1
$363K Hold
2022
Q4
$291K Buy
2022
Q2
Sell
2022
Q1
$292K Hold
2021
Q4
$348K Sell
2021
Q3
$454K Hold
2021
Q2
$421K Buy
2021
Q1
$374K Sell
2020
Q4
$333K Hold
2020
Q3
$252K Sell
2020
Q2
$255K Buy