Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$415K Sell
2025
Q2
$405K Sell
2025
Q1
$381K Sell
2024
Q4
$370K Buy
2024
Q3
$307K Buy
2024
Q2
$352K Buy
2024
Q1
$303K Buy
2023
Q4
$259K Sell
2023
Q3
$227K Sell
2023
Q2
$246K Sell
2023
Q1
$249K Sell
2022
Q4
$277K Sell
2022
Q3
$214K Sell
2022
Q2
$263K Buy
2022
Q1
$327K Buy
2021
Q4
$334K Buy
2021
Q3
$231K Buy
2021
Q2
$253K Buy
2021
Q1
$230K Buy