Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$231K Sell
2024
Q4
$763K Buy
2024
Q3
Sell
2024
Q2
$241K Buy
2024
Q1
Sell
2023
Q4
$560K Sell
2023
Q3
$767K Buy
2023
Q2
$246K Buy
2022
Q1
Sell
2021
Q4
$429K Buy
2021
Q3
Sell
2021
Q2
$373K Buy
2020
Q2
Sell
2020
Q1
$697K Buy
2019
Q3
Sell
2019
Q2
$329K Buy