Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$601K Sell
2025
Q1
$519K Sell
2024
Q4
$1.26M Buy
2024
Q3
$568K Sell
2024
Q2
$843K Buy
2024
Q1
$381K Sell
2023
Q4
$263K Sell
2023
Q3
$238K Sell
2023
Q2
$207K Buy
2022
Q2
Sell
2022
Q1
$231K Buy
2021
Q4
Sell
2021
Q3
$297K Buy
2021
Q2
$267K Sell
2021
Q1
$275K Hold
2020
Q4
$228K Buy