Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$423K Sell
2025
Q2
$434K Sell
2025
Q1
$424K Buy
2024
Q4
$353K Sell
2024
Q3
$434K Buy
2024
Q2
$386K Buy
2024
Q1
$412K Buy
2023
Q4
$382K Buy
2023
Q3
$332K Buy
2023
Q2
$360K Buy
2023
Q1
$324K Hold
2022
Q4
$352K Sell
2022
Q3
$311K Hold
2022
Q2
$349K Sell
2022
Q1
$386K Hold
2021
Q4
$459K Buy
2021
Q3
$303K Buy
2021
Q2
$294 Hold
2021
Q1
$304 Buy