Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$390K Sell
2025
Q2
$343K Sell
2025
Q1
$342K Buy
2024
Q4
$376K Buy
2024
Q3
$358K Sell
2024
Q2
$307K Sell
2024
Q1
$367K Buy
2023
Q4
$338K Buy
2023
Q3
$293K Buy
2023
Q2
$288K Sell
2023
Q1
$359K Buy
2022
Q4
$356K Buy
2022
Q3
$280K Buy
2022
Q2
$220K Sell
2022
Q1
$318K Buy
2021
Q4
$252K Buy