Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Sell
2025
Q2
$210K Sell
2025
Q1
$246K Sell
2024
Q4
$293K Sell
2024
Q3
$256K Buy
2024
Q2
$229K Sell
2024
Q1
$259K Buy
2023
Q4
$208K Buy
2023
Q3
$160K Sell
2023
Q2
$210K Sell
2023
Q1
$188K Sell
2022
Q4
$176K Sell
2022
Q3
$167K Sell
2022
Q2
$224K Sell
2022
Q1
$260K Buy
2021
Q4
$143K Buy