Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$241K Sell
2024
Q4
$267K Sell
2024
Q3
$303K Sell
2024
Q2
$370K Buy
2024
Q1
$349K Sell
2023
Q4
$338K Sell
2023
Q3
$346K Sell
2023
Q2
$453K Buy
2023
Q1
$332K Sell
2022
Q4
$314K Sell
2022
Q3
$324K Buy
2022
Q2
$300K Buy
2022
Q1
$413K Buy
2021
Q4
$455K Buy
2021
Q3
$296K Sell
2021
Q2
$329K Buy
2021
Q1
$269K Buy
2020
Q4
$96K Buy
2020
Q3
$71K Buy