Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
2025
Q1
$225K Buy
2024
Q4
$201K Buy
2024
Q3
Sell
2024
Q2
$263K Sell
2024
Q1
$285K Sell
2023
Q4
$291K Buy
2023
Q3
$233K Sell
2023
Q2
$231K Sell
2023
Q1
$242K Sell
2022
Q4
$226K Sell
2022
Q3
$248K Buy
2022
Q2
$261K Sell
2022
Q1
$352K Sell
2021
Q4
$408K Sell
2021
Q3
$377K Buy
2021
Q2
$362K Buy
2021
Q1
$313K Buy
2020
Q4
$235K Buy