Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
2025
Q1
$464K Buy
2024
Q4
$386K Sell
2024
Q3
$517K Sell
2024
Q2
$472K Sell
2024
Q1
$636K Buy
2023
Q4
$540K Sell
2023
Q3
$593K Sell
2023
Q2
$572K Buy
2023
Q1
$598K Buy
2022
Q4
$590K Sell
2022
Q3
$564K Buy
2022
Q2
$643K Buy
2022
Q1
$679K Sell
2021
Q4
$494K Buy
2021
Q3
$461K Sell
2021
Q2
$503K Sell
2021
Q1
$465K Buy
2020
Q4
$402K Buy