Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$394K Sell
2025
Q2
$334K Sell
2025
Q1
$363K Sell
2024
Q4
$449K Sell
2024
Q3
$428K Sell
2024
Q2
$416K Buy
2024
Q1
$351K Sell
2023
Q4
$381K Sell
2023
Q3
$350K Buy
2023
Q2
$366K Sell
2023
Q1
$410K Sell
2022
Q4
$436K Sell
2022
Q3
$468K Buy
2022
Q2
$439K Sell
2022
Q1
$527K Buy
2021
Q4
$410K Buy
2021
Q3
$368K Buy
2021
Q2
$257K Buy
2021
Q1
$228K Sell
2020
Q4
$221K Buy