Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
2025
Q1
$320K Buy
2024
Q4
$337K Sell
2024
Q3
$323K Hold
2024
Q2
$287K Hold
2024
Q1
$319K Sell
2023
Q4
$338K Sell
2023
Q3
$391K Hold
2023
Q2
$358K Sell
2023
Q1
$374K Hold
2022
Q4
$361K Buy
2022
Q3
$357K Buy
2022
Q2
$338K Buy
2022
Q1
$259K Sell
2021
Q4
$507K Sell
2021
Q3
$475K Sell
2021
Q2
$430K Buy
2021
Q1
$198K Sell
2020
Q4
$312K Buy
2020
Q3
$215K Hold
2020
Q2
$211K Buy