Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$719K Sell
2025
Q1
$730K Buy
2024
Q4
$639K Sell
2024
Q3
$571K Sell
2024
Q2
$551K Buy
2023
Q3
$503K Sell
2023
Q2
$556K Buy
2023
Q1
Sell
2022
Q4
$433K Sell
2022
Q3
$814K Buy
2022
Q2
$436K Sell
2022
Q1
$501K Hold
2021
Q4
$489K Hold
2021
Q3
$503K Hold
2021
Q2
$528K Hold
2021
Q1
$478K Hold
2020
Q4
$494K Buy