Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
2025
Q1
$151K Buy
2024
Q4
$141K Buy
2024
Q3
$122K Buy
2024
Q2
$95.2K Sell
2024
Q1
$125K Buy
2023
Q4
$118K Buy
2023
Q1
Sell
2022
Q4
$245K Sell
2022
Q3
$263K Hold
2022
Q2
$278K Hold
2022
Q1
$379K Hold
2021
Q4
$444K Hold
2021
Q3
$361K Hold
2021
Q2
$339K Hold
2021
Q1
$379K Sell
2020
Q4
$330K Hold
2020
Q3
$230K Hold
2020
Q2
$262K Buy