Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$281K Sell
2025
Q2
$346K Sell
2025
Q1
$449K Sell
2024
Q4
$388K Buy
2024
Q3
$359K Buy
2024
Q2
$259K Buy
2024
Q1
$221K Buy
2023
Q4
$192K Sell
2023
Q3
$248K Buy
2023
Q2
$252K Buy
2023
Q1
$245K Buy
2022
Q4
$194K Buy
2022
Q3
$121K Buy
2022
Q2
$90K Buy
2022
Q1
$80K Hold
2021
Q4
$84K Sell
2021
Q3
$143K Sell
2021
Q2
$149K Buy