Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Sell
2025
Q2
$357K Buy
2025
Q1
$235K Buy
2024
Q4
$238K Buy
2024
Q3
$267K Buy
2024
Q2
$320K Sell
2024
Q1
$359K Sell
2023
Q4
$301K Buy
2023
Q3
$222K Sell
2023
Q2
$294K Sell
2023
Q1
$287K Sell
2022
Q4
$261K Sell
2022
Q3
$208K Buy
2022
Q2
$236K Sell
2022
Q1
$363K Buy
2021
Q4
$407K Buy
2021
Q3
$331K Buy
2021
Q2
$291K Sell
2021
Q1
$315K Sell
2020
Q4
$250K Buy