Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
2025
Q1
$325K Sell
2024
Q4
$368K Buy
2024
Q3
$234K Sell
2024
Q2
$232K Buy
2023
Q3
Sell
2023
Q2
$213K Sell
2023
Q1
$224K Buy
2022
Q4
$204K Sell
2022
Q3
$207K Sell
2022
Q2
$417K Buy
2022
Q1
$394K Buy
2021
Q4
$487K Buy
2021
Q3
$426K Buy
2021
Q2
$379K Buy
2021
Q1
$339K Buy
2020
Q4
$261K Sell
2020
Q3
$219K Buy