Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
2025
Q1
$190K Sell
2024
Q4
$559K Sell
2024
Q3
$602K Buy
2024
Q2
$321K Buy
2022
Q3
Sell
2022
Q2
$35K Hold
2022
Q1
$50K Buy
2021
Q4
$22K Sell
2021
Q3
$317K Sell
2021
Q2
$448K Sell
2021
Q1
$653K Hold
2020
Q4
$733K Sell
2020
Q3
$420K Buy