Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
2025
Q1
$423K Buy
2024
Q4
$277K Sell
2024
Q3
$294K Sell
2024
Q2
$238K Sell
2024
Q1
$235K Sell
2023
Q4
$252K Buy
2023
Q3
$148K Buy
2023
Q2
$157K Sell
2023
Q1
$173K Buy
2022
Q4
$195K Sell
2022
Q3
$236K Sell
2022
Q2
$280K Buy
2022
Q1
$282K Buy
2021
Q4
$315K Buy
2021
Q3
$197K Buy
2021
Q2
$222K Buy
2020
Q4
$195K Buy