Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$281K Buy
2024
Q4
$247K Sell
2024
Q3
$277K Buy
2024
Q2
$260K Buy
2023
Q2
Sell
2023
Q1
$650K Sell
2022
Q4
$688K Buy
2022
Q3
$638K Sell
2022
Q2
$851K Buy
2022
Q1
$940K Buy
2021
Q4
$939K Buy
2021
Q3
$669K Buy
2021
Q2
$734K Hold
2021
Q1
$772K Buy
2020
Q4
$565K Sell
2020
Q3
$440K Hold
2020
Q2
$404K Buy
2020
Q1
$298K Buy