Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Buy
2025
Q2
$315K Sell
2025
Q1
$327K Buy
2024
Q4
$270K Sell
2024
Q3
$381K Buy
2024
Q2
$268K Sell
2024
Q1
$278K Buy
2023
Q4
$280K Sell
2023
Q3
$244K Buy
2023
Q2
$255K Buy
2023
Q1
$264K Buy
2022
Q4
$280K Hold
2022
Q3
$258K Sell
2022
Q2
$329K Buy
2022
Q1
$340K Sell
2021
Q4
$428K Buy
2021
Q3
$404K Buy