Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$456K Buy
2024
Q2
Sell
2024
Q1
$203K Sell
2023
Q4
$197K Sell
2023
Q3
$348K Hold
2023
Q2
$317K Sell
2023
Q1
$745K Sell
2022
Q4
$807K Sell
2022
Q3
$695K Sell
2022
Q2
$733K Buy
2022
Q1
$751K Hold
2021
Q4
$681K Hold
2021
Q3
$698K Sell
2021
Q2
$678K Sell
2021
Q1
$626K Sell
2020
Q4
$532K Buy
2020
Q3
$447K Sell
2020
Q2
$611K Buy
2020
Q1
$572K Buy