Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Buy
2025
Q2
$263K Buy
2025
Q1
$277K Sell
2024
Q4
$285K Sell
2024
Q3
$329K Sell
2024
Q2
$273K Sell
2024
Q1
$279K Buy
2023
Q4
$264K Sell
2023
Q3
$274K Buy
2023
Q2
$249K Buy
2023
Q1
$227K Sell
2022
Q4
$271K Sell
2022
Q3
$230K Buy
2022
Q2
$224K Sell
2022
Q1
$264K Buy
2021
Q4
$218K Buy