Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$141K Hold
2025
Q1
$137K Sell
2024
Q4
$222K Hold
2024
Q3
$207K Sell
2024
Q2
$191K Sell
2024
Q1
$223K Sell
2023
Q4
$203K Sell
2023
Q3
$189K Sell
2023
Q2
$195K Sell
2023
Q1
$195K Sell
2022
Q4
$226K Sell
2022
Q3
$176K Sell
2022
Q2
$223K Sell
2022
Q1
$318K Sell
2021
Q4
$424K Sell
2021
Q3
$1.13M Sell
2021
Q2
$1.92M Sell
2021
Q1
$1.89M Sell
2020
Q4
$2.56M Buy