Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$321K Sell
2025
Q1
$382K Buy
2024
Q4
Sell
2024
Q3
$206K Sell
2024
Q2
$365K Sell
2024
Q1
$446K Sell
2023
Q4
$382K Sell
2023
Q3
$312K Sell
2023
Q2
$378K Sell
2023
Q1
$344K Sell
2022
Q4
$351K Buy
2022
Q3
$343K Buy
2022
Q2
$339K Sell
2022
Q1
$474K Hold
2021
Q4
$474K Buy
2021
Q3
$355K Buy
2021
Q2
$369K Buy
2021
Q1
$376K Buy