Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$389K Buy
2024
Q4
$376K Buy
2024
Q3
$238K Sell
2024
Q2
$227K Sell
2024
Q1
$247K Buy
2023
Q4
$225K Sell
2023
Q3
$182K Sell
2023
Q2
$283K Sell
2023
Q1
$409K Buy
2022
Q4
$396K Buy
2022
Q3
$385K Sell
2022
Q2
$488K Buy
2022
Q1
$600K Buy
2021
Q4
$491K Sell
2021
Q3
$591K Buy
2021
Q2
$811K Buy
2021
Q1
$433K Sell
2020
Q4
$359K Buy
2020
Q3
$137K Buy