Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
2025
Q1
$304K Sell
2024
Q4
$275K Sell
2024
Q3
$268K Sell
2024
Q2
$234K Sell
2024
Q1
$212K Sell
2023
Q4
$210K Buy
2022
Q4
Sell
2022
Q3
$252K Sell
2022
Q2
$260K Sell
2022
Q1
$239K Sell
2021
Q4
$254K Buy
2021
Q3
$270K Sell
2021
Q2
$309K Buy
2021
Q1
$271K Sell
2020
Q4
$277K Sell
2020
Q3
$489K Sell
2020
Q2
$848K Buy
2020
Q1
$449K Buy
2019
Q4
$315K Buy
2019
Q3
$237K Buy