Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$188K Sell
2025
Q2
$229K Sell
2025
Q1
$298K Sell
2024
Q4
$272K Sell
2024
Q3
$299K Buy
2024
Q2
$261K Buy
2024
Q1
$251K Buy
2023
Q4
$220K Sell
2023
Q3
$235K Sell
2023
Q2
$230K Buy
2023
Q1
$219K Buy
2022
Q4
$207K Buy
2022
Q3
$195K Buy
2022
Q2
$89K Sell
2022
Q1
$255K Buy
2021
Q4
$130K Buy