Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Sell
2025
Q2
$425K Sell
2025
Q1
$362K Buy
2024
Q4
$293K Buy
2024
Q3
$295K Sell
2024
Q2
$234K Buy
2024
Q1
$250K Sell
2023
Q4
$252K Buy
2023
Q3
$214K Sell
2023
Q2
$638K Sell
2023
Q1
$633K Buy
2022
Q4
$225K Buy
2022
Q3
Sell
2022
Q2
$302K Buy
2022
Q1
$277K Sell
2021
Q4
$299K Sell
2021
Q3
$356K Sell
2021
Q2
$441K Sell
2021
Q1
$473K Buy
2020
Q4
$424K Buy