Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$517K Sell
2025
Q1
$481K Buy
2024
Q4
Sell
2024
Q3
$537K Hold
2024
Q2
$445K Sell
2024
Q1
$668K Buy
2023
Q4
$381K Buy
2023
Q3
Sell
2023
Q2
$240K Sell
2023
Q1
$242K Sell
2022
Q4
$279K Sell
2022
Q3
$235K Buy
2022
Q2
$275K Buy
2022
Q1
$284K Sell
2021
Q4
$249K Buy
2021
Q3
$246K Buy
2021
Q2
$244K Buy
2021
Q1
$222K Buy
2020
Q4
$188K Buy