Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
2025
Q1
$250K Buy
2024
Q4
$248K Sell
2024
Q3
$254K Sell
2024
Q2
$273K Sell
2024
Q1
$326K Sell
2023
Q4
$547K Buy
2023
Q3
$424K Buy
2023
Q2
$383K Sell
2023
Q1
$498K Sell
2022
Q4
$419K Sell
2022
Q3
$382K Buy
2022
Q2
$342K Sell
2022
Q1
$578K Buy
2021
Q4
$608K Buy
2021
Q3
$529K Buy
2021
Q2
$447K Buy
2021
Q1
$282K Buy
2020
Q4
$259K Buy