Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$366K Sell
2025
Q2
$382K Buy
2025
Q1
$321K Buy
2024
Q4
Sell
2024
Q3
$225K Buy
2024
Q2
$206K Buy
2023
Q4
Sell
2023
Q3
$208K Buy
2023
Q2
$229K Sell
2023
Q1
$475K Sell
2022
Q4
$632K Sell
2022
Q3
$541K Buy
2022
Q2
$622K Buy
2022
Q1
$564K Buy
2021
Q3
$451K Buy
2021
Q1
$379K Buy
2020
Q4
$343K Buy