Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
2025
Q1
$394K Buy
2024
Q4
$340K Sell
2024
Q3
$412K Sell
2024
Q2
$311K Sell
2024
Q1
$334K Buy
2023
Q4
$342K Sell
2023
Q3
$311K Sell
2023
Q2
$354K Buy
2023
Q1
$365K Buy
2022
Q4
$415K Buy
2022
Q3
$344K Buy
2022
Q2
$399K Sell
2022
Q1
$462K Buy
2021
Q4
$545K Buy
2021
Q3
$438K Buy
2021
Q2
$387K Sell
2021
Q1
$400K Hold
2020
Q4
$363K Buy