Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$551K Sell
2025
Q1
$457K Buy
2024
Q4
$259K Sell
2024
Q3
$327K Hold
2024
Q2
$402K Buy
2024
Q1
$361K Buy
2023
Q4
$269K Sell
2023
Q3
$517K Sell
2023
Q2
$718K Buy
2023
Q1
$636K Sell
2022
Q4
$611K Buy
2022
Q3
$429K Sell
2022
Q2
$597K Buy
2022
Q1
$749K Sell
2021
Q4
$960K Buy
2021
Q3
$896K Buy
2021
Q2
$812K Sell
2021
Q1
$735K Buy
2020
Q4
$414K Buy