Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$453K Buy
2025
Q2
$393K Sell
2025
Q1
$342K Sell
2024
Q4
$402K Buy
2024
Q3
$410K Buy
2024
Q2
$350K Buy
2024
Q1
$359K Buy
2023
Q4
$382K Buy
2023
Q3
$306K Sell
2023
Q2
$966K Buy
2023
Q1
$271K Sell
2022
Q4
$237K Buy
2022
Q3
$206K Sell
2022
Q2
$213K Buy
2022
Q1
$236K Sell
2021
Q4
$250K Sell
2021
Q3
$246K Sell
2021
Q2
$452K Buy
2021
Q1
$409K Buy