Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
2025
Q1
$210K Sell
2024
Q4
$296K Sell
2024
Q3
$361K Sell
2024
Q2
$318K Sell
2024
Q1
$352K Buy
2023
Q4
$301K Buy
2023
Q3
$256K Buy
2023
Q2
$248K Buy
2023
Q1
$191K Buy
2022
Q4
$190K Sell
2022
Q3
$161K Sell
2022
Q2
$200K Sell
2022
Q1
$298K Sell
2021
Q4
$393K Buy
2021
Q3
$260K Sell
2021
Q2
$287K Buy
2021
Q1
$286K Buy
2020
Q4
$247K Buy