Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$159K Sell
2025
Q1
$118K Buy
2024
Q4
$150K Buy
2024
Q3
$260K Sell
2024
Q2
$198K Buy
2024
Q1
$175K Sell
2023
Q4
$567K Sell
2023
Q3
$379K Buy
2023
Q2
$465K Sell
2023
Q1
$565K Sell
2022
Q4
$676K Buy
2022
Q3
$687K Buy
2022
Q2
$577K Buy
2022
Q1
$695K Sell
2021
Q4
$786K Sell
2021
Q3
$1.02M Buy
2021
Q2
$1.12M Buy
2021
Q1
$1.1M Sell
2020
Q4
$1.43M Buy
2020
Q3
$1.29M Buy