Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Hold
2025
Q1
$247K Sell
2024
Q4
$273K Hold
2024
Q3
$355K Hold
2024
Q2
$351K Hold
2024
Q1
$402K Hold
2023
Q4
$357K Hold
2023
Q3
$317K Hold
2023
Q2
$288K Hold
2023
Q1
$306K Buy
2022
Q4
$274K Hold
2022
Q3
$239K Buy
2022
Q2
$226K Buy
2022
Q1
$248K Buy
2021
Q4
$281K Hold
2021
Q3
$249K Buy
2021
Q2
$224K Buy