Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
2025
Q1
$363K Sell
2024
Q4
$295K Sell
2024
Q3
$295K Buy
2024
Q2
$255K Sell
2024
Q1
$298K Hold
2023
Q4
$298K Buy
2023
Q3
$237K Sell
2023
Q2
$800K Buy
2023
Q1
$455K Buy
2022
Q4
$457K Buy
2022
Q3
$259K Sell
2022
Q2
$461K Sell
2022
Q1
$402K Sell
2021
Q4
$417K Sell
2021
Q3
$498K Buy
2021
Q2
$23.8K Buy
2020
Q2
Sell
2020
Q1
$27K Buy