Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$364K Sell
2025
Q1
$307K Sell
2024
Q4
$361K Sell
2024
Q3
$408K Buy
2024
Q2
$221K Sell
2024
Q1
$357K Buy
2023
Q4
$414K Sell
2023
Q3
$339K Buy
2023
Q2
$300K Sell
2023
Q1
$322K Sell
2022
Q4
$209K Buy
2022
Q3
$256K Buy
2022
Q2
$275K Buy
2022
Q1
$341K Buy
2021
Q4
$452K Buy
2021
Q3
$434K Buy
2021
Q2
$612K Buy
2021
Q1
$399K Buy