Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$195K Sell
2024
Q4
$312K Buy
2024
Q3
$324K Buy
2024
Q2
$203K Buy
2024
Q1
$218K Buy
2023
Q4
$203K Sell
2023
Q3
$208K Sell
2023
Q2
$235K Sell
2023
Q1
$273K Sell
2022
Q4
$281K Sell
2022
Q3
$259K Sell
2022
Q2
$298K Sell
2022
Q1
$383K Sell
2021
Q4
$503K Sell
2021
Q3
$494K Sell
2021
Q2
$545K Buy
2021
Q1
$291K Sell
2020
Q4
$242K Sell
2020
Q3
$217K Buy
2020
Q2
$170K Buy