Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$208K Buy
2024
Q4
$225K Sell
2024
Q3
$257K Buy
2024
Q2
$270K Buy
2024
Q1
$285K Buy
2023
Q4
$235K Sell
2023
Q3
$224K Buy
2023
Q2
$237K Buy
2023
Q1
$218K Sell
2022
Q4
$297K Sell
2022
Q3
$235K Sell
2022
Q2
$252K Buy
2022
Q1
$216K Buy
2021
Q3
Sell
2021
Q2
$209K Sell
2021
Q1
$203K Buy
2020
Q4
$207K Sell
2020
Q3
$211K Buy