Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
2025
Q1
$418K Buy
2024
Q4
$595K Sell
2024
Q3
$877K Buy
2024
Q2
$667K Buy
2024
Q1
$749K Sell
2023
Q4
$823K Sell
2023
Q3
$638K Sell
2023
Q2
$626K Buy
2023
Q1
$388K Buy
2022
Q4
$447K Sell
2022
Q3
$335K Buy
2022
Q2
$555K Sell
2022
Q1
$638K Sell
2021
Q4
$794K Sell
2021
Q3
$1.01M Sell
2021
Q2
$954K Sell
2021
Q1
$821K Buy
2020
Q4
$469K Buy