Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$236K Buy
2024
Q4
$260K Sell
2024
Q3
$271K Buy
2024
Q2
$227K Buy
2024
Q1
$254K Buy
2023
Q4
$236K Buy
2023
Q3
$213K Buy
2023
Q2
$253K Buy
2023
Q1
$207K Buy
2022
Q1
Sell
2021
Q4
$201K Buy
2021
Q3
Sell
2021
Q2
$207K Hold
2021
Q1
$222K Hold
2020
Q4
$233K Buy
2020
Q3
$242K Hold
2020
Q2
$252K Buy