Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
2025
Q1
$312K Buy
2024
Q4
$291K Sell
2024
Q3
$289K Sell
2024
Q2
$307K Buy
2024
Q1
$319K Sell
2023
Q4
$277K Sell
2023
Q3
$298K Sell
2023
Q2
$343K Sell
2023
Q1
$288K Sell
2022
Q4
$403K Buy
2022
Q3
$292K Buy
2022
Q2
$275K Sell
2022
Q1
$337K Buy
2021
Q4
$342K Buy
2021
Q3
$295K Buy
2021
Q2
$279K Buy
2021
Q1
$225K Buy
2020
Q4
$259K Sell
2020
Q3
$233K Buy