Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Sell
2025
Q2
$342K Buy
2025
Q1
$312K Sell
2024
Q4
$282K Sell
2024
Q3
$260K Sell
2024
Q2
$253K Buy
2024
Q1
$264K Sell
2023
Q4
$273K Buy
2023
Q3
$238K Buy
2023
Q2
$229K Sell
2023
Q1
$234K Buy
2022
Q2
Sell
2022
Q1
$212K Buy
2021
Q4
$207K Buy
2021
Q3
$212K Sell
2021
Q2
$224K Hold
2021
Q1
$203K Hold
2020
Q4
$209K Buy