Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$459K Sell
2025
Q1
$479K Buy
2024
Q4
$426K Sell
2024
Q3
$453K Sell
2024
Q2
$417K Buy
2024
Q1
$372K Buy
2023
Q4
$290K Buy
2020
Q4
Sell
2020
Q3
$6K Buy
2020
Q2
Sell
2020
Q1
$5.2K Buy
2019
Q4
$2.26K Sell
2019
Q3
$5.33K Buy
2019
Q2
Sell
2019
Q1
$9.7K Buy