Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$462K Sell
2025
Q2
$495K Buy
2025
Q1
$444K Buy
2024
Q4
$432K Sell
2024
Q3
$484K Sell
2024
Q2
$435K Sell
2024
Q1
$445K Buy
2023
Q4
$421K Buy
2023
Q3
$328K Sell
2023
Q2
$361K Sell
2023
Q1
$318K Buy
2022
Q4
$304K Sell
2022
Q3
$255K Sell
2022
Q2
$310K Buy
2022
Q1
$322K Buy
2021
Q4
$345K Buy
2021
Q3
$304K Buy
2021
Q2
$296K Sell
2021
Q1
$291K Buy