Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Hold
2025
Q1
$262K Sell
2024
Q4
$298K Hold
2024
Q3
$305K Sell
2024
Q2
$355K Sell
2024
Q1
$364K Hold
2023
Q4
$316K Hold
2023
Q3
$287K Hold
2023
Q2
$304K Hold
2023
Q1
$312K Hold
2022
Q4
$278K Sell
2022
Q3
$249K Hold
2022
Q2
$259K Hold
2022
Q1
$335K Hold
2021
Q4
$387K Hold
2021
Q3
$332K Hold
2021
Q2
$321K Hold
2021
Q1
$292K Hold
2020
Q4
$269K Hold
2020
Q3
$231K Buy