Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
2025
Q1
$344K Sell
2024
Q4
$408K Sell
2024
Q3
$475K Sell
2024
Q2
$585K Buy
2024
Q1
$615K Buy
2023
Q4
$350K Sell
2023
Q3
$404K Sell
2023
Q2
$412K Sell
2023
Q1
$429K Hold
2022
Q4
$295K Sell
2022
Q3
$389K Buy
2022
Q2
$329K Buy
2022
Q1
$594K Hold
2021
Q4
$594K Sell
2021
Q3
$621K Buy
2021
Q2
$518K Buy