Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$482K Sell
2025
Q2
$535K Buy
2025
Q1
$450K Buy
2024
Q4
$399K Buy
2024
Q3
$406K Buy
2024
Q2
$361K Buy
2024
Q1
$381K Sell
2023
Q4
$317K Buy
2023
Q3
$274K Sell
2023
Q2
$307K Sell
2023
Q1
$344K Buy
2022
Q4
$296K Buy
2022
Q3
$287K Buy
2022
Q2
$268K Sell
2022
Q1
$288K Buy
2021
Q4
$233K Sell
2021
Q3
$210K Buy
2021
Q2
$214K Buy