Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
2025
Q1
$328K Sell
2024
Q4
$333K Buy
2024
Q3
$277K Sell
2024
Q2
$362K Sell
2024
Q1
$532K Buy
2023
Q4
$527K Buy
2023
Q3
$525K Buy
2023
Q2
$478K Buy
2023
Q1
$406K Sell
2022
Q4
$373K Sell
2022
Q3
$475K Sell
2022
Q2
$526K Sell
2022
Q1
$816K Buy
2021
Q4
$735K Buy
2021
Q3
$607K Buy
2021
Q2
$558K Buy
2021
Q1
$446K Buy
2020
Q4
$256K Buy
2020
Q3
$206K Buy