Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
2025
Q1
$354K Sell
2024
Q4
$335K Sell
2024
Q3
$383K Sell
2024
Q2
$360K Buy
2024
Q1
$373K Sell
2023
Q4
$381K Buy
2023
Q3
$343K Buy
2023
Q2
$349K Sell
2023
Q1
$326K Sell
2022
Q4
$302K Sell
2022
Q3
$291K Buy
2022
Q2
$279K Sell
2022
Q1
$896K Buy
2021
Q4
$496K Sell
2021
Q3
$446K Buy
2021
Q2
$220K Sell
2021
Q1
$224K Hold
2020
Q4
$211K Buy