Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$570K Buy
2025
Q1
$379K Sell
2024
Q4
$463K Sell
2024
Q3
$410K Sell
2024
Q2
$427K Sell
2024
Q1
$338K Sell
2023
Q4
$263K Buy
2023
Q3
$204K Sell
2023
Q2
$252K Sell
2023
Q1
$403K Buy
2022
Q4
$322K Sell
2022
Q3
$323K Buy
2022
Q2
$380K Sell
2022
Q1
$529K Buy
2021
Q4
$543K Buy
2021
Q3
$317K Sell
2021
Q2
$350K Sell
2021
Q1
$346K Sell
2020
Q4
$345K Buy