Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$264K Sell
2025
Q2
$273K Buy
2025
Q1
$283K Buy
2024
Q4
$309K Sell
2024
Q3
$374K Sell
2024
Q2
$419K Sell
2024
Q1
$579K Sell
2023
Q4
$576K Sell
2023
Q3
$549K Sell
2023
Q2
$758K Buy
2023
Q1
$563K Buy
2022
Q4
$560K Sell
2022
Q3
$438K Sell
2022
Q2
$469K Buy
2022
Q1
$387K Sell
2021
Q4
$398K Buy
2021
Q3
$285K Sell
2021
Q2
$437K Buy
2021
Q1
$387K Buy
2020
Q4
$306K Buy