Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
2025
Q1
$272K Sell
2024
Q4
$328K Sell
2024
Q3
$408K Sell
2024
Q2
$411K Sell
2024
Q1
$460K Sell
2023
Q4
$474K Sell
2023
Q3
$542K Buy
2023
Q2
$445K Sell
2023
Q1
$520K Buy
2022
Q4
$517K Sell
2022
Q3
$555K Buy
2022
Q2
$455K Sell
2022
Q1
$540K Buy
2021
Q4
$469K Sell
2021
Q3
$537K Sell
2021
Q2
$1.05M Buy
2021
Q1
$1.06M Sell
2020
Q4
$1.19M Buy