Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$254K Sell
2025
Q1
$299K Sell
2024
Q4
$249K Buy
2024
Q3
$235K Buy
2023
Q1
Sell
2022
Q4
$209K Buy
2022
Q3
Sell
2022
Q2
$213K Sell
2022
Q1
$227K Buy
2021
Q3
Sell
2021
Q2
$432K Buy
2021
Q1
$373K Sell
2020
Q4
$382K Buy
2020
Q3
$310K Buy
2020
Q2
$347K Sell
2020
Q1
$296K Sell
2019
Q4
$458K Buy