Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$680K Buy
2024
Q3
$722K Sell
2024
Q2
$707K Buy
2023
Q3
$594K Sell
2023
Q2
$508K Sell
2023
Q1
$711K Sell
2022
Q4
$812K Hold
2022
Q3
$697K Buy
2022
Q2
$599K Buy
2022
Q1
$589K Sell
2021
Q4
$679K Buy
2021
Q3
$503K Sell
2021
Q2
$629K Buy
2021
Q1
$622K Sell
2020
Q4
$229 Sell
2020
Q3
$1.03M Sell
2020
Q2
$1.63M Buy