Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$328K Sell
2025
Q1
$285K Buy
2024
Q4
$284K Sell
2024
Q3
$339K Sell
2024
Q2
$318K Buy
2024
Q1
$330K Sell
2023
Q4
$483K Buy
2022
Q1
Sell
2021
Q4
$232K Sell
2021
Q3
$468K Sell
2021
Q2
$472K Buy
2021
Q1
$400K Sell
2020
Q4
$400K Sell
2020
Q3
$345K Sell
2020
Q2
$327K Buy
2020
Q1
$243K Buy
2019
Q4
$402K Buy
2019
Q3
$316K Buy
2019
Q2
$259K Buy
2019
Q1
$202K Buy