Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Sell
2025
Q2
$324K Buy
2025
Q1
$259K Sell
2024
Q4
$333K Sell
2024
Q3
$413K Sell
2024
Q2
$406K Buy
2024
Q1
$318K Hold
2023
Q4
$316K Sell
2023
Q3
$339K Sell
2023
Q2
$408K Buy
2023
Q1
$373K Buy
2022
Q4
$337K Buy
2022
Q3
$245K Hold
2022
Q2
$322K Buy
2022
Q1
$342K Buy
2021
Q4
$279K Buy