Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Sell
2025
Q2
$464K Buy
2025
Q1
$398K Buy
2024
Q4
$307K Sell
2024
Q3
$309K Buy
2024
Q2
$290K Sell
2024
Q1
$309K Buy
2023
Q4
$255K Buy
2023
Q3
$222K Buy
2023
Q2
$243K Buy
2023
Q1
$220K Buy
2022
Q2
Sell
2022
Q1
$306K Buy
2021
Q1
$277K Buy
2020
Q4
$264K Buy