Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$371K Sell
2025
Q1
$343K Buy
2024
Q4
$381K Buy
2024
Q3
$369K Buy
2024
Q2
$309K Sell
2024
Q1
$429K Sell
2023
Q4
$488K Buy
2023
Q3
$545K Sell
2023
Q2
$676K Sell
2023
Q1
$885K Buy
2022
Q4
$725K Buy
2022
Q3
$632K Sell
2022
Q2
$749K Buy
2022
Q1
$858K Sell
2021
Q4
$807K Sell
2021
Q3
$764K Sell
2021
Q2
$812K Buy