Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$366K Sell
2025
Q1
$465K Buy
2024
Q4
$477K Buy
2024
Q3
$544K Sell
2024
Q2
$820K Buy
2024
Q1
$846K Sell
2023
Q4
$738K Sell
2023
Q3
$813K Sell
2023
Q2
$1.02M Buy
2023
Q1
$573K Buy
2022
Q4
$596K Buy
2022
Q3
$461K Buy
2022
Q2
$487K Buy
2022
Q1
$437K Buy
2021
Q4
$393K Buy
2021
Q3
$393K Hold
2021
Q2
$408K Sell
2021
Q1
$484K Buy
2020
Q4
$475K Buy