Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$279K Sell
2025
Q2
$291K Buy
2025
Q1
$282K Sell
2024
Q4
$261K Buy
2024
Q3
$271K Sell
2024
Q2
$251K Buy
2024
Q1
$253K Sell
2023
Q4
$262K Buy
2023
Q3
$211K Buy
2023
Q2
$190K Sell
2023
Q1
$218K Buy
2022
Q4
$216K Sell
2022
Q3
$185K Buy
2022
Q2
$194K Buy
2022
Q1
$181K Sell
2021
Q4
$821K Buy