Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Sell
2025
Q2
$291K Sell
2025
Q1
$248K Sell
2024
Q4
$240K Sell
2024
Q3
$361K Buy
2024
Q2
$398K Sell
2024
Q1
$433K Buy
2023
Q4
$411K Buy
2023
Q3
$334K Buy
2023
Q2
$331K Buy
2023
Q1
$293K Buy
2022
Q4
$246K Buy
2022
Q3
$201K Buy
2022
Q2
Sell
2022
Q1
$272K Buy
2021
Q4
$307K Buy
2021
Q3
$244K Buy
2021
Q2
$270K Buy