Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$296K Buy
2025
Q2
$288K Sell
2025
Q1
$374K Buy
2024
Q4
$269K Sell
2024
Q3
$365K Buy
2024
Q2
$292K Buy
2024
Q1
$203K Buy
2023
Q4
Sell
2023
Q3
$416K Buy
2023
Q2
$376K Buy
2022
Q4
Sell
2022
Q3
$228K Sell
2022
Q2
$307K Buy
2022
Q1
$231K Sell
2021
Q4
$322K Buy
2021
Q3
$271K Buy
2021
Q2
$258K Buy
2021
Q1
$255K Buy
2020
Q4
$221K Buy