Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$220K Sell
2024
Q4
$402K Buy
2024
Q3
$341K Sell
2024
Q2
$312K Buy
2024
Q1
$351K Sell
2023
Q4
$414K Sell
2023
Q3
$348K Buy
2023
Q2
$300K Sell
2023
Q1
$608K Buy
2022
Q4
$619K Buy
2022
Q3
$521K Sell
2022
Q2
$574K Buy
2022
Q1
$538K Sell
2021
Q4
$658K Buy
2021
Q3
$494K Buy
2020
Q1
Sell
2019
Q4
$263K Sell
2019
Q3
$277K Buy