Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Hold
2025
Q1
$378K Sell
2024
Q4
$391K Hold
2024
Q3
$411K Hold
2024
Q2
$339K Hold
2024
Q1
$333K Hold
2023
Q4
$276K Hold
2023
Q3
$279K Hold
2023
Q2
$282K Hold
2023
Q1
$280K Sell
2022
Q4
$272K Hold
2022
Q3
$242K Sell
2022
Q2
$275K Sell
2022
Q1
$381K Buy
2021
Q4
$437K Hold
2021
Q3
$457K Buy
2021
Q2
$431K Buy
2021
Q1
$341K Buy
2020
Q4
$233K Buy