Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$217K Hold
2024
Q4
$208K Sell
2024
Q3
$218K Sell
2024
Q2
$210K Buy
2023
Q3
Sell
2023
Q2
$219K Hold
2023
Q1
$209K Buy
2022
Q4
Sell
2022
Q3
$225K Sell
2022
Q2
$267K Hold
2022
Q1
$333K Buy
2021
Q4
$312K Sell
2021
Q3
$307K Buy
2021
Q2
$255K Hold
2021
Q1
$228K Buy