Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Sell
2025
Q2
$287K Sell
2025
Q1
$337K Sell
2024
Q4
$403K Sell
2024
Q3
$533K Buy
2024
Q2
$573K Sell
2024
Q1
$560K Buy
2023
Q4
$455K Buy
2023
Q3
$474K Buy
2023
Q2
$444K Sell
2023
Q1
$421K Buy
2022
Q4
$317K Buy
2022
Q3
$269K Sell
2022
Q2
$448K Buy
2022
Q1
$452K Sell
2021
Q4
$521K Sell
2021
Q3
$486K Buy
2021
Q2
$583K Sell
2021
Q1
$560K Buy
2020
Q4
$487K Buy