Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70K Sell
2025
Q1
$222K Buy
2024
Q4
$227K Hold
2024
Q3
$187K Hold
2024
Q2
$206K Hold
2024
Q1
$218K Sell
2023
Q4
$289K Hold
2023
Q3
$240K Hold
2023
Q2
$246K Hold
2023
Q1
$229K Hold
2022
Q4
$217K Hold
2022
Q3
$198K Hold
2022
Q2
$185K Hold
2022
Q1
$194K Buy
2021
Q1
Sell
2020
Q4
$81K Buy