Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$188K Sell
2024
Q4
$391K Buy
2024
Q3
Sell
2024
Q2
$400K Sell
2024
Q1
$388K Buy
2023
Q4
$214K Sell
2023
Q3
$330K Sell
2023
Q2
$349K Sell
2023
Q1
$393K Sell
2022
Q4
$417K Buy
2022
Q2
Sell
2022
Q1
$211K Sell
2021
Q4
$304K Sell
2021
Q3
$922K Buy
2021
Q2
$632K Buy
2021
Q1
$547K Buy
2020
Q4
$256K Buy