Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$371K Buy
2025
Q1
$306K Buy
2024
Q4
$318K Buy
2024
Q3
$410K Sell
2024
Q2
$433K Buy
2024
Q1
$488K Sell
2023
Q4
$451K Buy
2023
Q3
$394K Buy
2023
Q2
$344K Sell
2023
Q1
$465K Sell
2022
Q4
$973K Buy
2022
Q3
$775K Buy
2022
Q2
$202K Sell
2022
Q1
$304K Buy
2021
Q4
$256K Sell
2021
Q3
$828K Buy
2021
Q2
$649K Sell
2021
Q1
$1.18M Buy
2020
Q1
Sell
2019
Q4
$675K Buy