Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
2025
Q1
$474K Hold
2024
Q4
$459K Sell
2024
Q3
$465K Buy
2024
Q1
Sell
2023
Q4
$753K Buy
2023
Q3
$509K Buy
2022
Q4
Sell
2022
Q3
$338K Sell
2022
Q2
$382K Hold
2022
Q1
$460K Hold
2021
Q4
$453K Buy
2021
Q3
$326K Sell
2021
Q2
$295K Buy
2021
Q1
$259K Hold
2020
Q4
$277K Buy