Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$416K Sell
2025
Q2
$420K Sell
2025
Q1
$443K Hold
2024
Q4
$412K Buy
2024
Q3
$446K Sell
2024
Q2
$419K Buy
2024
Q1
$402K Sell
2023
Q4
$391K Sell
2023
Q3
$371K Sell
2023
Q2
$354K Buy
2023
Q1
$326K Buy
2022
Q4
$361K Buy
2022
Q3
$290K Buy
2022
Q2
$275K Buy
2022
Q1
$317K Buy
2021
Q4
$286K Buy