Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
2025
Q1
$250K Sell
2024
Q4
$351K Hold
2024
Q3
$359K Hold
2024
Q2
$317K Hold
2024
Q1
$302K Hold
2023
Q4
$273K Hold
2023
Q3
$302K Hold
2023
Q2
$255K Hold
2023
Q1
$248K Buy
2022
Q4
$299K Hold
2022
Q3
$228K Hold
2022
Q2
$239K Hold
2022
Q1
$337K Sell
2021
Q4
$292K Buy
2021
Q3
$282K Hold
2021
Q2
$274K Buy
2020
Q4
Sell
2020
Q3
$369K Sell
2020
Q2
$454K Buy
2020
Q1
$159K Buy