Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Sell
2025
Q2
$229K Buy
2025
Q1
$189K Sell
2024
Q4
$200K Buy
2024
Q3
$196K Buy
2024
Q2
$164K Sell
2024
Q1
$179K Sell
2023
Q4
$156K Sell
2023
Q3
$181K Sell
2023
Q2
$224K Buy
2023
Q1
$236K Buy
2022
Q4
$188K Buy
2022
Q3
$161K Buy
2022
Q2
$150K Sell
2022
Q1
$168K Sell
2021
Q4
$425K Buy