Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$264K Buy
2024
Q4
$305K Buy
2024
Q3
$296K Buy
2024
Q2
$324K Buy
2024
Q1
$313K Buy
2023
Q4
$273K Buy
2023
Q3
$286K Buy
2023
Q2
$267K Buy
2023
Q1
$246K Buy
2022
Q3
Sell
2022
Q2
$230K Buy
2022
Q1
$228K Hold
2021
Q4
$255K Hold
2021
Q3
$228K Buy
2021
Q2
$294K Hold
2021
Q1
$279K Hold
2020
Q4
$248K Sell
2020
Q3
$254K Buy