Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Sell
2025
Q2
$232K Buy
2025
Q1
$260K Sell
2024
Q4
$229K Buy
2024
Q3
$240K Buy
2024
Q2
$272K Buy
2024
Q1
$282K Sell
2023
Q4
$316K Sell
2023
Q3
$378K Sell
2023
Q2
$421K Buy
2023
Q1
$451K Sell
2022
Q4
$426K Sell
2022
Q3
$366K Sell
2022
Q2
$364K Sell
2022
Q1
$398K Buy
2021
Q4
$357K Buy