Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
2025
Q1
$237K Sell
2024
Q4
$272K Buy
2024
Q3
$320K Buy
2024
Q2
$337K Sell
2024
Q1
$290K Buy
2023
Q4
$239K Buy
2023
Q2
Sell
2023
Q1
$752K Sell
2022
Q4
$724K Sell
2022
Q3
$758K Sell
2022
Q2
$845K Sell
2022
Q1
$1M Sell
2021
Q4
$1.19M Buy
2021
Q3
$889K Buy
2021
Q2
$845K Sell
2021
Q1
$864K Buy
2020
Q4
$614K Buy
2020
Q3
$516K Buy