Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
2025
Q1
$211K Sell
2024
Q4
$288K Buy
2024
Q3
$247K Sell
2024
Q2
$333K Sell
2024
Q1
$362K Sell
2023
Q4
$316K Sell
2023
Q3
$282K Sell
2023
Q2
$349K Sell
2023
Q1
$376K Hold
2022
Q4
$301K Buy
2022
Q3
$231K Buy
2022
Q2
$269K Sell
2022
Q1
$344K Sell
2021
Q4
$403K Sell
2021
Q3
$449K Sell
2021
Q2
$838K Sell
2021
Q1
$889K Buy
2020
Q4
$363K Sell
2020
Q3
$508K Buy