Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$436K Sell
2025
Q1
$222K Buy
2024
Q4
$219K Buy
2024
Q3
$213K Sell
2024
Q2
$280K Sell
2024
Q1
$351K Sell
2023
Q4
$539K Sell
2023
Q3
$556K Sell
2023
Q2
$801K Buy
2023
Q1
$648K Sell
2022
Q4
$548K Sell
2022
Q3
$511K Sell
2022
Q2
$585K Sell
2022
Q1
$1.56M Sell
2021
Q4
$1.25M Sell
2021
Q3
$837K Sell
2021
Q2
$634K Buy
2021
Q1
$412K Sell
2020
Q4
$256K Buy