Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$361K Sell
2025
Q2
$376K Buy
2025
Q1
$381K Buy
2024
Q4
$255K Sell
2024
Q3
$240K Buy
2024
Q2
$221K Sell
2024
Q1
$220K Buy
2023
Q4
$151K Sell
2023
Q3
$179K Buy
2023
Q2
$149K Sell
2023
Q1
$176K Buy
2022
Q4
$168K Buy
2022
Q3
$144K Hold
2022
Q2
$144K Buy
2021
Q4
$136K Sell
2021
Q3
$178K Sell
2021
Q2
$186K Buy
2021
Q1
$152K Buy