Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
2025
Q1
$384K Buy
2024
Q4
$339K Sell
2024
Q3
$342K Buy
2024
Q2
$267K Sell
2024
Q1
$308K Buy
2023
Q4
$257K Buy
2022
Q1
Sell
2021
Q4
$206K Sell
2021
Q3
$403K Buy
2021
Q2
$392K Sell
2021
Q1
$364K Sell
2020
Q4
$405K Buy
2020
Q3
$344K Sell
2020
Q2
$372K Sell
2020
Q1
$578K Buy
2019
Q4
$540K Buy