Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
2025
Q1
$319K Buy
2024
Q4
$300K Hold
2024
Q3
$270K Sell
2024
Q2
$242K Buy
2024
Q1
$222K Sell
2023
Q4
$229K Sell
2023
Q3
$266K Sell
2023
Q2
$265K Buy
2023
Q1
$226K Sell
2022
Q4
$354K Buy
2022
Q3
$292K Sell
2022
Q2
$329K Sell
2022
Q1
$442K Buy
2021
Q4
$410K Sell
2021
Q3
$416K Sell
2021
Q2
$436K Sell
2021
Q1
$593K Buy
2020
Q4
$424K Buy