Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
2025
Q1
$272K Buy
2024
Q4
$190K Sell
2024
Q3
$256K Sell
2024
Q2
$263K Sell
2024
Q1
$308K Buy
2023
Q4
$375K Buy
2023
Q3
$258K Sell
2023
Q2
$437K Buy
2023
Q1
$481K Sell
2022
Q4
$693K Buy
2022
Q3
$490K Buy
2022
Q2
$427K Hold
2022
Q1
$584K Sell
2021
Q4
$468K Buy
2021
Q3
$384K Sell
2021
Q2
$1.01M Sell
2021
Q1
$797K Sell
2020
Q4
$798K Sell
2020
Q3
$517K Buy
2020
Q2
$454K Buy