Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Sell
2025
Q2
$341K Sell
2025
Q1
$279K Buy
2024
Q4
$270K Sell
2024
Q3
$297K Sell
2024
Q2
$323K Buy
2024
Q1
$310K Sell
2023
Q4
$319K Buy
2023
Q3
$258K Sell
2023
Q2
$290K Buy
2023
Q1
$282K Sell
2022
Q4
$251K Buy
2022
Q3
$229K Buy
2022
Q2
$225K Buy
2022
Q1
$262K Buy
2021
Q4
$253K Buy
2021
Q3
Sell
2021
Q2
$271K Sell
2021
Q1
$239K Buy
2020
Q4
$218K Buy