Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$622K Sell
2025
Q1
$725K Buy
2024
Q4
$524K Sell
2024
Q3
$810K Sell
2024
Q2
$525K Buy
2024
Q1
$400K Buy
2023
Q4
$503K Sell
2023
Q3
$515K Buy
2023
Q2
$174K Hold
2023
Q1
$188K Buy
2022
Q4
$126K Sell
2022
Q3
$237K Sell
2022
Q2
$395K Buy
2022
Q1
$295K Buy
2021
Q4
Sell
2021
Q3
$206K Sell
2021
Q2
$388K Sell
2021
Q1
$322K Buy
2020
Q4
$342K Buy