Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$554K Sell
2025
Q1
$601K Sell
2024
Q4
$761K Buy
2024
Q3
$824K Sell
2024
Q2
$782K Buy
2024
Q1
$794K Buy
2023
Q4
$616K Sell
2023
Q3
$584K Hold
2023
Q2
$622K Sell
2023
Q1
$602K Sell
2022
Q4
$567K Sell
2022
Q3
$510K Buy
2022
Q2
$493K Buy
2022
Q1
$505K Hold
2021
Q4
$668K Sell
2021
Q3
$1.08M Buy
2021
Q2
$497K Sell
2021
Q1
$518K Sell
2020
Q4
$510K Sell
2020
Q3
$539K Sell
2020
Q2
$480K Buy