Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Sell
2025
Q2
$336K Sell
2025
Q1
$298K Sell
2024
Q4
$392K Sell
2024
Q3
$398K Sell
2024
Q2
$358K Buy
2024
Q1
$388K Buy
2023
Q4
$352K Sell
2023
Q3
$330K Sell
2023
Q2
$347K Sell
2023
Q1
$345K Sell
2022
Q4
$364K Sell
2022
Q3
$315K Sell
2022
Q2
$358K Sell
2022
Q1
$471K Sell
2021
Q4
$581K Sell
2021
Q3
$517K Buy
2021
Q2
Sell
2021
Q1
$279K Buy
2020
Q4
$209K Buy