Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Sell
2025
Q2
$362K Sell
2025
Q1
$339K Sell
2024
Q4
$318K Sell
2024
Q3
$356K Buy
2024
Q2
$278K Buy
2024
Q1
$302K Buy
2023
Q4
$263K Sell
2023
Q3
$256K Sell
2023
Q2
$244K Buy
2023
Q1
$238K Sell
2022
Q4
$266K Buy
2022
Q3
$215K Buy
2022
Q2
$246K Buy
2022
Q1
$205K Sell
2021
Q4
$213K Buy
2020
Q1
Sell
2019
Q4
$346K Buy