Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$533K Sell
2025
Q2
$514K Sell
2025
Q1
$469K Sell
2024
Q4
$490K Buy
2024
Q3
$437K Sell
2024
Q2
$378K Buy
2024
Q1
$319K Sell
2023
Q4
$307K Hold
2023
Q3
$311K Buy
2023
Q2
$306K Sell
2023
Q1
$294K Hold
2022
Q4
$282K Sell
2022
Q3
$259K Hold
2022
Q2
$243K Sell
2022
Q1
$302K Sell
2021
Q4
$370K Buy
2021
Q3
$287K Buy
2021
Q2
$287 Buy
2021
Q1
$228 Buy