Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
2025
Q1
$442K Sell
2024
Q4
$701K Buy
2024
Q3
$422K Buy
2024
Q2
$431K Buy
2024
Q1
$341K Sell
2023
Q4
$226K Buy
2023
Q3
$19.9K Sell
2023
Q2
$40.8K Sell
2023
Q1
$94.4K Sell
2022
Q4
$161K Sell
2022
Q3
$381K Sell
2022
Q2
$605K Buy
2022
Q1
$19K Sell
2021
Q4
$92K Sell
2021
Q3
$1.44M Buy
2021
Q2
$275K Sell
2021
Q1
$927K Buy
2020
Q4
$2K Sell
2020
Q3
$33K Buy