Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
2025
Q1
$709K Sell
2024
Q4
$684K Buy
2024
Q3
$737K Buy
2022
Q4
Sell
2022
Q3
$14K Sell
2022
Q2
$32K Sell
2022
Q1
$42K Buy
2021
Q4
$33K Buy
2021
Q3
$28K Buy
2021
Q2
$12K Hold
2021
Q1
$12K Sell
2020
Q4
$10K Hold
2020
Q3
$8K Hold
2020
Q2
$8K Sell
2020
Q1
$9.15K Sell
2019
Q4
$17.6K Sell
2019
Q3
$18.2K Buy