Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
2025
Q1
$415K Buy
2024
Q4
$352K Sell
2024
Q3
$403K Buy
2024
Q2
$461K Sell
2024
Q1
$490K Sell
2023
Q4
$466K Buy
2023
Q3
$374K Buy
2023
Q2
$454K Sell
2023
Q1
$445K Sell
2022
Q4
$426K Sell
2022
Q3
$411K Buy
2022
Q2
$399K Buy
2022
Q1
$600K Sell
2021
Q4
$781K Sell
2021
Q3
$788K Buy
2021
Q2
$585K Buy
2021
Q1
$482K Buy
2020
Q4
$166K Buy