Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$205K Hold
2024
Q4
$236K Hold
2024
Q3
$230K Hold
2024
Q2
$252K Hold
2024
Q1
$243K Hold
2023
Q4
$212K Hold
2023
Q3
$223K Hold
2023
Q2
$208K Buy
2022
Q1
Sell
2021
Q4
$217K Hold
2021
Q3
$202K Hold
2021
Q2
$251K Hold
2021
Q1
$240K Hold
2020
Q4
$206K Hold
2020
Q3
$218K Buy