Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Sell
2025
Q2
$167K Buy
2025
Q1
$216K Buy
2024
Q4
$308K Sell
2024
Q3
$308K Sell
2024
Q2
$379K Sell
2024
Q1
$843K Buy
2023
Q4
$483K Buy
2023
Q3
$434K Sell
2023
Q2
$615K Sell
2023
Q1
$741K Buy
2022
Q1
Sell
2021
Q4
$213K Buy
2021
Q3
Sell
2021
Q2
$217K Buy
2021
Q1
$261K Sell
2020
Q4
$292K Buy