Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Sell
2025
Q2
$318K Sell
2025
Q1
$328K Buy
2024
Q4
$187K Buy
2024
Q3
$213K Buy
2024
Q2
$262K Sell
2024
Q1
$434K Buy
2023
Q4
$474K Sell
2023
Q3
$357K Buy
2023
Q2
$335K Sell
2023
Q1
$330K Buy
2022
Q4
$252K Sell
2022
Q3
$250K Sell
2022
Q2
$1.25M Buy
2022
Q1
$1.49M Buy
2021
Q4
$348K Sell
2021
Q3
$496K Buy
2021
Q2
$521K Buy
2021
Q1
$464K Buy
2020
Q4
$424K Buy