Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
2025
Q1
$198K Buy
2024
Q4
$271K Hold
2024
Q3
$262K Hold
2024
Q2
$240K Hold
2024
Q1
$233K Hold
2023
Q4
$215K Hold
2023
Q3
$202K Hold
2023
Q2
$163K Hold
2023
Q1
$170K Hold
2022
Q4
$191K Hold
2022
Q3
$137K Hold
2022
Q2
$134K Hold
2022
Q1
$158K Hold
2021
Q4
$136K Hold
2021
Q3
$88K Buy