Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Sell
2025
Q2
$266K Sell
2025
Q1
$926K Buy
2024
Q4
$156K Sell
2024
Q3
$296K Buy
2024
Q2
$211K Sell
2024
Q1
$474K Buy
2023
Q4
$59.3K Sell
2023
Q3
$73.4K Buy
2023
Q2
$62.6K Buy
2023
Q1
$47.6K Sell
2022
Q4
$163K Buy
2022
Q3
Sell
2022
Q2
$300K Buy
2022
Q1
Sell
2021
Q4
$431K Buy
2020
Q4
Sell
2020
Q3
$264K Buy
2020
Q2
$215K Buy