Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$482K Sell
2025
Q2
$492K Buy
2025
Q1
$475K Buy
2024
Q4
$506K Sell
2024
Q3
$493K Buy
2024
Q2
$399K Buy
2024
Q1
$430K Buy
2023
Q4
$404K Buy
2023
Q3
$363K Buy
2023
Q2
$390K Buy
2023
Q1
$290K Buy
2022
Q3
Sell
2022
Q2
$228K Buy
2022
Q1
$255K Buy
2021
Q4
$213K Sell
2021
Q3
$218K Buy
2021
Q2
$205K Buy