Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
2025
Q1
$279K Sell
2024
Q4
$350K Sell
2024
Q3
$318K Sell
2024
Q2
$289K Sell
2024
Q1
$375K Sell
2023
Q4
$407K Sell
2023
Q3
$443K Sell
2023
Q2
$494K Buy
2023
Q1
$431K Buy
2022
Q4
$271K Buy
2022
Q2
Sell
2022
Q1
$765K Buy
2021
Q4
$522K Buy
2021
Q3
$446K Buy
2021
Q2
$212K Buy