Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$170K Sell
2025
Q1
$184K Sell
2024
Q4
$287K Buy
2024
Q3
$310K Sell
2024
Q2
$365K Sell
2024
Q1
$502K Buy
2023
Q4
$452K Sell
2023
Q3
$407K Buy
2023
Q2
$443K Buy
2023
Q1
$411K Buy
2022
Q4
$411K Hold
2022
Q3
$337K Buy
2022
Q2
$323K Buy
2022
Q1
$267K Hold
2021
Q4
$267K Buy
2021
Q3
$286K Buy
2020
Q4
$255K Buy