Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
2025
Q1
$388K Hold
2024
Q4
$313K Sell
2024
Q3
$305K Sell
2024
Q2
$384K Sell
2024
Q1
$365K Buy
2023
Q4
$341K Sell
2023
Q3
$352K Sell
2023
Q2
$433K Sell
2023
Q1
$683K Buy
2022
Q4
$621K Sell
2022
Q3
$523K Sell
2022
Q2
$770K Sell
2022
Q1
$904K Sell
2021
Q4
$1.08M Sell
2021
Q3
$1.25M Sell
2021
Q2
$1.4M Sell
2021
Q1
$1.53M Sell
2020
Q4
$1.54M Sell
2020
Q3
$1.96M Sell
2020
Q2
$2.1M Sell
2020
Q1
$1.99M Buy
2019
Q4
$2.59M Buy