Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
2025
Q1
$259K Buy
2024
Q4
$236K Hold
2024
Q3
$257K Hold
2024
Q2
$240K Buy
2024
Q1
$232K Sell
2023
Q4
$218K Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$258K Sell
2021
Q3
$240K Hold
2021
Q2
$252K Hold
2021
Q1
$246K Hold
2020
Q4
$251K Sell
2020
Q3
$240K Buy