Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$472K Buy
2025
Q2
$474K Buy
2025
Q1
$463K Buy
2024
Q4
$341K Buy
2024
Q3
$314K Sell
2024
Q2
$281K Sell
2024
Q1
$263K Sell
2023
Q4
$265K Sell
2023
Q3
$311K Sell
2023
Q2
$343K Sell
2023
Q1
$462K Buy
2022
Q4
$440K Buy
2022
Q3
$271K Buy
2022
Q2
$314K Sell
2022
Q1
$354K Sell
2021
Q4
$411K Sell
2021
Q3
$492K Sell
2021
Q2
$554 Sell
2021
Q1
$645 Buy