Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$266K Buy
2024
Q2
Sell
2024
Q1
$327K Buy
2023
Q4
Sell
2023
Q3
$32K Sell
2023
Q2
$446K Sell
2023
Q1
$473K Sell
2022
Q4
$607K Sell
2022
Q3
$671K Buy
2022
Q2
$691K Buy
2022
Q1
$700K Buy
2021
Q4
$658K Buy
2021
Q2
Sell
2021
Q1
$171K Sell
2020
Q4
$527K Sell
2020
Q3
$386K Buy