Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
2025
Q1
$496K Sell
2024
Q4
$565K Sell
2024
Q3
$666K Sell
2024
Q2
$773K Buy
2024
Q1
$780K Hold
2023
Q4
$645K Buy
2023
Q3
$501K Sell
2023
Q2
$563K Sell
2023
Q1
$556K Sell
2022
Q4
$610K Sell
2022
Q3
$536K Buy
2022
Q2
$563K Buy
2022
Q1
$480K Buy
2021
Q4
$367K Buy
2021
Q3
$157K Buy
2021
Q2
$162K Buy
2020
Q4
$188K Buy