Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$436K Sell
2025
Q2
$459K Buy
2025
Q1
$399K Buy
2024
Q4
$382K Sell
2024
Q3
$354K Sell
2024
Q2
$321K Sell
2024
Q1
$357K Buy
2023
Q4
$344K Sell
2023
Q3
$373K Buy
2023
Q2
$358K Buy
2023
Q1
$328K Hold
2022
Q4
$328K Buy
2022
Q3
$207K Buy
2022
Q2
Sell
2022
Q1
$285K Sell
2021
Q4
$327K Buy