Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
2025
Q1
$247K Buy
2024
Q2
Sell
2024
Q1
$237K Sell
2023
Q4
$228K Sell
2023
Q3
$225K Sell
2023
Q2
$246K Hold
2023
Q1
$227K Buy
2022
Q1
Sell
2021
Q4
$203K Sell
2021
Q3
$236K Hold
2021
Q2
$246K Buy
2021
Q1
$208K Buy
2020
Q4
$220K Hold
2020
Q3
$262K Sell
2020
Q2
$239K Buy