Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
2025
Q1
$296K Buy
2024
Q4
$210K Buy
2024
Q3
$227K Sell
2024
Q2
$316K Sell
2024
Q1
$471K Sell
2023
Q4
$573K Buy
2023
Q3
$244K Buy
2023
Q2
$217K Buy
2021
Q4
Sell
2021
Q3
$213K Sell
2021
Q2
$237K Buy
2020
Q3
Sell
2020
Q2
$658K Buy