Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Sell
2025
Q2
$296K Sell
2025
Q1
$286K Sell
2024
Q4
$253K Sell
2024
Q3
$322K Buy
2024
Q2
$241K Sell
2024
Q1
$247K Buy
2023
Q4
$248K Sell
2023
Q3
$215K Sell
2023
Q2
$286K Sell
2023
Q1
$358K Sell
2022
Q4
$423K Buy
2022
Q3
$311K Sell
2022
Q2
$408K Buy
2022
Q1
$456K Sell
2021
Q4
$568K Sell
2021
Q3
$841K Buy
2021
Q2
$634K Buy