Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Sell
2025
Q2
$484K Sell
2025
Q1
$460K Sell
2024
Q4
$424K Buy
2024
Q3
$498K Hold
2024
Q2
$450K Hold
2024
Q1
$461K Buy
2023
Q4
$438K Sell
2023
Q3
$550K Sell
2023
Q2
$593K Buy
2023
Q1
$479K Buy
2022
Q4
$404K Buy
2022
Q3
$347K Buy
2022
Q2
$402K Buy
2022
Q1
$466K Buy
2021
Q4
$447K Buy
2021
Q3
$323K Buy
2021
Q2
$206K Buy