Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$123K Sell
2025
Q1
$166K Sell
2024
Q4
$262K Sell
2024
Q3
$610K Buy
2024
Q2
$354K Buy
2024
Q1
$287K Buy
2023
Q4
$560K Sell
2023
Q3
$567K Sell
2023
Q2
$616K Buy
2022
Q4
Sell
2022
Q3
$281K Sell
2022
Q2
$287K Sell
2022
Q1
$740K Sell
2021
Q4
$1.42M Buy
2021
Q3
$690K Sell
2021
Q2
$1.09M Buy
2021
Q1
$487K Buy
2020
Q4
$416K Buy