Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$267K Sell
2025
Q2
$279K Buy
2025
Q1
$269K Buy
2024
Q4
$236K Sell
2024
Q3
$280K Buy
2024
Q2
$209K Sell
2024
Q1
$235K Sell
2023
Q4
$244K Sell
2023
Q3
$234K Sell
2023
Q2
$253K Sell
2023
Q1
$305K Buy
2022
Q4
$342K Sell
2022
Q3
$357K Sell
2022
Q2
$469K Buy
2022
Q1
$532K Buy
2021
Q4
$604K Sell
2021
Q3
$669K Sell
2021
Q2
$838K Buy
2021
Q1
$791K Sell
2020
Q4
$736K Buy