Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$202K Buy
2024
Q3
Sell
2024
Q2
$220K Sell
2024
Q1
$483K Sell
2023
Q4
$556K Buy
2023
Q3
$565K Sell
2023
Q2
$549K Buy
2023
Q1
$449K Sell
2022
Q4
$462K Buy
2022
Q3
$388K Buy
2022
Q2
$413K Sell
2022
Q1
$568K Buy
2021
Q4
$537K Sell
2021
Q3
$547K Buy
2021
Q2
$540K Sell
2021
Q1
$572K Buy
2020
Q4
$475K Buy