Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$332K Sell
2025
Q2
$303K Sell
2025
Q1
$346K Sell
2024
Q4
$317K Sell
2024
Q3
$351K Sell
2024
Q2
$413K Buy
2024
Q1
$406K Buy
2023
Q4
$369K Buy
2023
Q3
$387K Sell
2023
Q2
$375K Buy
2023
Q1
$390K Sell
2022
Q4
$360K Sell
2022
Q3
$328K Sell
2022
Q2
$280K Buy
2022
Q1
$313K Buy
2021
Q4
$271K Buy
2021
Q3
$277K Buy
2021
Q2
$268K Sell
2021
Q1
$257K Sell
2020
Q4
$221K Buy