Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
2025
Q1
$344K Sell
2024
Q4
$554K Sell
2024
Q3
$647K Sell
2024
Q2
$763K Buy
2024
Q1
$682K Sell
2023
Q4
$833K Hold
2023
Q3
$712K Hold
2023
Q2
$683K Buy
2022
Q2
Sell
2022
Q1
$229K Hold
2021
Q4
$285K Sell
2021
Q3
$298K Hold
2021
Q2
$303K Hold
2021
Q1
$246K Hold
2020
Q4
$259K Hold
2020
Q3
$254K Sell
2020
Q2
$241K Buy