Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Sell
2025
Q2
$345K Sell
2025
Q1
$321K Sell
2024
Q4
$312K Buy
2024
Q3
$400K Sell
2024
Q2
$582K Sell
2024
Q1
$736K Buy
2023
Q4
$645K Buy
2023
Q3
$559K Buy
2023
Q2
$585K Sell
2023
Q1
$553K Buy
2022
Q4
$466K Buy
2022
Q3
$378K Sell
2022
Q2
$369K Buy
2022
Q1
$521K Buy
2021
Q4
$394K Hold
2021
Q3
$340K Hold
2021
Q2
$331K Hold
2021
Q1
$277K Buy