Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
2025
Q1
$252K Buy
2024
Q3
Sell
2024
Q2
$269K Sell
2024
Q1
$402K Buy
2023
Q4
$342K Buy
2022
Q3
Sell
2022
Q2
$257K Sell
2022
Q1
$443K Buy
2021
Q4
$367K Buy
2021
Q3
$340K Sell
2021
Q2
$447K Buy
2021
Q1
$509K Buy
2020
Q4
$389K Buy