Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$133K Buy
2025
Q2
$117K Sell
2025
Q1
$117K Sell
2024
Q4
$171K Sell
2024
Q3
$171K Sell
2024
Q2
$158K Sell
2024
Q1
$201K Sell
2023
Q4
$190K Sell
2023
Q3
$178K Sell
2023
Q2
$203K Sell
2023
Q1
$203K Buy
2022
Q4
$232K Sell
2022
Q3
$189K Sell
2022
Q2
$239K Sell
2022
Q1
$251K Sell
2021
Q4
$333K Sell
2021
Q3
$334K Buy
2021
Q2
$240K Sell
2021
Q1
$248K Sell
2020
Q4
$384K Buy