Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Hold
2025
Q1
$244K Hold
2024
Q4
$207K Hold
2024
Q3
$230K Hold
2024
Q2
$200K Sell
2024
Q1
$351K Buy
2023
Q4
$298K Buy
2023
Q3
$279K Sell
2023
Q2
$256K Sell
2023
Q1
$378K Hold
2022
Q4
$384K Hold
2022
Q3
$319K Sell
2022
Q2
$386K Buy
2022
Q1
$311K Hold
2021
Q4
$259K Buy
2021
Q3
$71K Hold
2021
Q2
$74K Hold
2021
Q1
$71K Buy
2020
Q4
$66K Buy