Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$245K Hold
2025
Q1
$262K Hold
2024
Q4
$260K Hold
2024
Q3
$276K Hold
2024
Q2
$235K Hold
2024
Q1
$272K Hold
2023
Q4
$256K Sell
2023
Q3
$235K Buy
2023
Q2
$202K Buy
2022
Q3
Sell
2022
Q2
$216K Buy
2022
Q1
Sell
2021
Q4
$262K Hold
2021
Q3
$248K Hold
2021
Q2
$275K Hold
2021
Q1
$328K Hold
2020
Q4
$285K Hold
2020
Q3
$203K Hold
2020
Q2
$213K Sell
2020
Q1
$221K Hold
2019
Q4
$213K Buy