Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
2025
Q1
$504K Sell
2024
Q4
$463K Buy
2024
Q3
$493K Buy
2024
Q2
$445K Sell
2024
Q1
$476K Hold
2023
Q4
$421K Sell
2023
Q3
$510K Buy
2023
Q2
$483K Sell
2023
Q1
$452K Buy
2022
Q4
$357K Buy
2022
Q3
$255K Hold
2022
Q2
$272K Sell
2022
Q1
$315K Buy
2021
Q4
$316K Hold
2021
Q3
$268K Sell
2021
Q2
$289K Hold
2021
Q1
$280K Buy
2020
Q4
$212K Buy