Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$420K Buy
2025
Q2
$404K Buy
2025
Q1
$353K Buy
2024
Q4
$219K Sell
2024
Q3
$401K Sell
2024
Q2
$435K Sell
2024
Q1
$419K Sell
2023
Q4
$429K Sell
2023
Q3
$420K Buy
2023
Q2
$342K Buy
2023
Q1
$369K Sell
2022
Q4
$401K Sell
2022
Q3
$346K Sell
2022
Q2
$374K Buy
2022
Q1
$369K Sell
2021
Q4
$350K Buy
2021
Q3
$307K Sell
2021
Q2
$412K Buy
2021
Q1
$421K Buy
2020
Q4
$388K Buy