Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
2025
Q1
$412K Sell
2024
Q4
$787K Sell
2024
Q3
$893K Buy
2024
Q2
$670K Sell
2024
Q1
$730K Buy
2023
Q4
$566K Buy
2023
Q3
$543K Hold
2023
Q2
$491K Sell
2023
Q1
$590K Hold
2022
Q4
$598K Buy
2021
Q3
Sell
2021
Q2
$268K Buy
2021
Q1
$204K Sell
2020
Q4
$209K Buy