Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$423K Buy
2025
Q2
$411K Sell
2025
Q1
$396K Buy
2024
Q4
$336K Sell
2024
Q3
$455K Buy
2024
Q2
$293K Sell
2024
Q1
$274K Buy
2023
Q4
$241K Sell
2023
Q3
$280K Buy
2023
Q2
$241K Sell
2023
Q1
$381K Buy
2022
Q4
$434K Buy
2022
Q3
$261K Sell
2022
Q2
$374K Sell
2022
Q1
$434K Buy
2021
Q4
$451K Buy
2021
Q3
$337K Buy
2021
Q2
$378 Hold
2021
Q1
$367 Buy