Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
2025
Q1
$235K Buy
2024
Q4
Sell
2024
Q3
$278K Sell
2024
Q2
$246K Buy
2024
Q1
$303K Sell
2023
Q4
$367K Sell
2023
Q3
$341K Buy
2023
Q2
$391K Sell
2023
Q1
$480K Buy
2022
Q3
Sell
2022
Q2
$657K Buy
2022
Q1
$782K Buy
2021
Q4
$873K Buy
2021
Q2
Sell
2021
Q1
$532K Sell
2020
Q4
$986K Buy