Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Buy
2025
Q2
$210K Buy
2025
Q1
$109K Sell
2024
Q4
$177K Sell
2024
Q3
$229K Sell
2024
Q2
$141K Buy
2024
Q1
$133K Buy
2023
Q4
$163K Sell
2023
Q3
$181K Buy
2023
Q2
$202K Buy
2023
Q1
$363K Buy
2022
Q4
$203K Sell
2022
Q3
$462K Buy
2022
Q2
$223K Buy
2022
Q1
Sell
2021
Q4
$276K Buy
2021
Q3
$205K Buy
2021
Q2
$320K Buy
2021
Q1
$237K Buy