Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
2025
Q1
$290K Sell
2024
Q4
$490K Buy
2024
Q3
$298K Sell
2024
Q2
$231K Sell
2024
Q1
$211K Sell
2023
Q4
$299K Sell
2023
Q3
$317K Buy
2023
Q2
$324K Sell
2023
Q1
$304K Sell
2022
Q4
$295K Buy
2022
Q3
$570K Sell
2022
Q2
$541K Buy
2022
Q1
$835K Sell
2021
Q4
$897K Buy
2021
Q3
$645K Hold
2021
Q2
$566K Sell
2021
Q1
$589K Sell
2020
Q4
$665K Sell
2020
Q3
$456K Sell
2020
Q2
$252K Buy