Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$209K Sell
2024
Q4
$264K Sell
2024
Q3
$326K Sell
2024
Q2
$361K Sell
2024
Q1
$340K Buy
2023
Q4
$379K Sell
2023
Q3
$325K Sell
2023
Q2
$365K Sell
2023
Q1
$306K Sell
2022
Q4
$286K Sell
2022
Q3
$265K Sell
2022
Q2
$421K Sell
2022
Q1
$585K Buy
2021
Q4
$719K Buy
2021
Q3
$655K Sell
2021
Q2
$607K Buy
2021
Q1
$483K Sell
2020
Q4
$506K Buy