Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$231K Sell
2025
Q2
$248K Buy
2025
Q1
$213K Sell
2024
Q4
$266K Buy
2024
Q3
$291K Sell
2024
Q2
$377K Buy
2024
Q1
$265K Sell
2023
Q4
$268K Sell
2023
Q3
$238K Buy
2023
Q2
$253K Sell
2023
Q1
$265K Buy
2022
Q4
$218K Buy
2022
Q3
Sell
2022
Q2
$258K Buy
2022
Q1
$283K Sell
2021
Q4
$326K Buy
2020
Q2
Sell
2020
Q1
$180K Buy