Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
2025
Q1
$194K Sell
2024
Q4
$294K Sell
2024
Q3
$322K Buy
2024
Q2
$344K Sell
2024
Q1
$588K Sell
2023
Q4
$578K Buy
2023
Q3
$608K Buy
2023
Q2
$583K Buy
2023
Q1
$536K Buy
2022
Q4
$405K Hold
2022
Q3
$355K Buy
2022
Q2
$525K Buy
2022
Q1
$507K Hold
2021
Q4
$507K Buy
2021
Q3
$582K Buy
2020
Q4
$585K Buy