Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$403K Sell
2025
Q1
$369K Sell
2024
Q4
$360K Buy
2024
Q3
$321K Buy
2024
Q2
$286K Sell
2024
Q1
$321K Buy
2023
Q4
$265K Buy
2023
Q3
$278K Sell
2023
Q2
$387K Sell
2023
Q1
$392K Sell
2022
Q4
$360K Sell
2022
Q3
$306K Sell
2022
Q2
$334K Buy
2022
Q1
$425K Buy
2021
Q4
$478K Buy
2021
Q3
$407K Buy
2021
Q2
$391K Sell
2021
Q1
$380K Buy
2020
Q4
$266K Buy