Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$282K Hold
2025
Q1
$290K Hold
2024
Q4
$331K Buy
2024
Q3
$227K Hold
2024
Q2
$216K Buy
2022
Q4
Sell
2022
Q3
$381K Buy
2022
Q2
$245K Sell
2022
Q1
$462K Sell
2021
Q4
$318K Sell
2021
Q3
$343K Hold
2021
Q2
$423K Buy
2021
Q1
$228K Buy
2020
Q4
$192K Hold
2020
Q3
$112K Hold
2020
Q2
$118K Sell
2020
Q1
$140K Buy
2019
Q4
$72K Buy