Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$302K Sell
2025
Q1
$267K Sell
2024
Q4
$359K Hold
2024
Q3
$305K Hold
2024
Q2
$316K Hold
2024
Q1
$295K Hold
2023
Q4
$248K Buy
2023
Q3
Sell
2023
Q2
$209K Buy
2022
Q4
Sell
2022
Q3
$219K Hold
2022
Q2
$206K Hold
2022
Q1
$316K Hold
2021
Q4
$323K Hold
2021
Q3
$319K Hold
2021
Q2
$334K Hold
2021
Q1
$300K Buy
2020
Q4
$244K Hold
2020
Q3
$236K Hold
2020
Q2
$207K Buy