Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Sell
2025
Q2
$227K Buy
2025
Q1
$180K Buy
2024
Q4
$169K Sell
2024
Q3
$201K Buy
2024
Q2
$202K Buy
2024
Q1
$181K Sell
2023
Q4
$165K Buy
2023
Q3
$122K Buy
2023
Q2
$145K Sell
2023
Q1
$139K Buy
2022
Q4
$138K Buy
2022
Q3
$84K Buy
2022
Q2
$42K Sell
2022
Q1
$53K Buy
2021
Q4
$1K Buy