Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
2025
Q1
$230K Buy
2024
Q4
$217K Buy
2024
Q3
$177K Sell
2024
Q2
$274K Buy
2024
Q1
$231K Sell
2023
Q4
$218K Sell
2023
Q3
$226K Buy
2023
Q2
$260K Sell
2023
Q1
$280K Sell
2022
Q4
$298K Sell
2022
Q3
$287K Sell
2022
Q2
$325K Buy
2022
Q1
$372K Sell
2021
Q4
$379K Buy
2019
Q2
Sell
2019
Q1
$257K Sell
2018
Q4
$237 Hold
2018
Q3
$276K Buy