Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$388K Sell
2025
Q1
$406K Buy
2024
Q4
$234K Buy
2024
Q3
$242K Sell
2024
Q2
$383K Sell
2024
Q1
$578K Sell
2023
Q4
$1.56M Buy
2023
Q3
$429K Sell
2023
Q2
$457K Sell
2023
Q1
$449K Sell
2022
Q4
$371K Sell
2022
Q3
$421K Buy
2022
Q2
$222K Sell
2022
Q1
$309K Buy
2021
Q4
$304K Sell
2021
Q3
$320K Buy
2021
Q2
$291K Buy
2021
Q1
$288K Sell
2020
Q4
$233K Sell
2020
Q3
$258K Buy
2020
Q2
$293K Buy