Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$567K Sell
2025
Q1
$367K Buy
2024
Q4
$326K Hold
2024
Q3
$333K Buy
2024
Q2
$248K Sell
2024
Q1
$271K Sell
2023
Q4
$238K Hold
2023
Q3
$239K Hold
2023
Q2
$269K Hold
2023
Q1
$210K Buy
2022
Q4
Sell
2022
Q3
$217K Hold
2022
Q2
$249K Sell
2022
Q1
$323K Sell
2021
Q4
$424K Sell
2021
Q3
$641K Sell
2021
Q2
$581K Hold
2021
Q1
$523K Hold
2020
Q4
$483K Sell
2020
Q3
$501K Buy