Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
2025
Q1
$318K Buy
2024
Q4
$372K Sell
2024
Q3
$450K Buy
2024
Q2
$372K Sell
2024
Q1
$471K Buy
2023
Q4
$535K Sell
2023
Q3
$493K Sell
2023
Q2
$572K Sell
2023
Q1
$638K Sell
2022
Q4
$630K Sell
2022
Q3
$449K Sell
2022
Q2
$655K Sell
2022
Q1
$912K Sell
2021
Q4
$1.2M Buy
2021
Q3
$1.25M Sell
2021
Q2
$1.2M Sell
2021
Q1
$1.2M Sell
2020
Q4
$1.29M Buy