Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Sell
2025
Q2
$435K Buy
2025
Q1
$314K Sell
2024
Q4
$353K Sell
2024
Q3
$486K Buy
2024
Q2
$473K Buy
2024
Q1
$532K Sell
2023
Q4
$482K Buy
2023
Q3
$428K Buy
2023
Q2
$371K Sell
2023
Q1
$474K Buy
2022
Q4
$418K Buy
2022
Q3
$326K Sell
2022
Q2
$340K Sell
2022
Q1
$392K Buy
2021
Q4
$431K Buy
2021
Q3
$372K Buy
2021
Q2
$332K Buy
2021
Q1
$292K Buy