Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Sell
2025
Q2
$217K Sell
2025
Q1
$275K Sell
2024
Q4
$404K Buy
2024
Q3
$427K Buy
2024
Q2
$387K Sell
2024
Q1
$416K Buy
2023
Q4
$339K Sell
2023
Q3
$334K Sell
2023
Q2
$376K Sell
2023
Q1
$354K Buy
2022
Q4
$368K Sell
2022
Q3
$287K Buy
2022
Q2
$276K Buy
2022
Q1
$231K Buy
2021
Q4
$213K Buy
2021
Q3
$205K Buy