Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
2025
Q1
$274K Sell
2024
Q4
$251K Sell
2024
Q3
$253K Buy
2024
Q2
$224K Buy
2024
Q1
$236K Sell
2023
Q4
$241K Buy
2023
Q3
Sell
2023
Q2
$218K Buy
2023
Q1
$214K Sell
2022
Q4
$226K Sell
2022
Q3
$212K Sell
2022
Q2
$240K Sell
2022
Q1
$238K Sell
2021
Q4
$331K Buy
2021
Q3
$316K Buy
2021
Q2
$250K Sell
2021
Q1
$259K Buy
2020
Q4
$215K Buy