Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
2025
Q1
$297K Sell
2024
Q4
$368K Buy
2024
Q3
$309K Buy
2024
Q2
$284K Buy
2024
Q1
$289K Buy
2023
Q4
$260K Buy
2022
Q2
Sell
2022
Q1
$227K Sell
2021
Q4
$382K Buy
2021
Q3
$363K Buy
2021
Q2
Sell
2021
Q1
$385K Sell
2020
Q4
$426K Buy
2020
Q3
$386K Buy
2020
Q2
$248K Sell
2020
Q1
$586K Buy
2019
Q4
$589K Buy