Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
2025
Q1
$224K Buy
2024
Q4
$342K Sell
2024
Q3
$234K Sell
2024
Q2
$214K Buy
2024
Q1
Sell
2023
Q4
$263K Sell
2023
Q3
$555K Buy
2023
Q2
$265K Sell
2023
Q1
$212K Buy
2022
Q4
Sell
2022
Q3
$271K Buy
2022
Q1
Sell
2021
Q4
$227K Buy
2021
Q3
Sell
2021
Q2
$217K Hold
2021
Q1
$213K Buy
2019
Q4
$206K Buy