Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Sell
2025
Q2
$253K Buy
2025
Q1
$255K Buy
2024
Q4
$250K Sell
2024
Q3
$270K Buy
2024
Q2
$227K Sell
2024
Q1
$253K Sell
2023
Q4
$235K Sell
2023
Q3
$273K Hold
2023
Q2
$290K Sell
2023
Q1
$266K Sell
2022
Q4
$268K Buy
2022
Q3
$241K Buy
2022
Q2
$237K Buy
2022
Q1
$276K Buy
2021
Q4
$233K Sell
2021
Q3
$276K Buy