Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Sell
2025
Q2
$341K Buy
2025
Q1
$379K Buy
2024
Q4
$264K Sell
2024
Q3
$394K Sell
2024
Q2
$388K Buy
2024
Q1
$275K Sell
2023
Q4
$337K Sell
2023
Q3
$470K Buy
2023
Q2
$327K Sell
2023
Q1
$414K Sell
2022
Q4
$503K Sell
2022
Q3
$547K Buy
2022
Q2
$590K Buy
2022
Q1
$422K Sell
2021
Q4
$397K Sell
2021
Q3
$528K Buy
2021
Q2
$288K Buy