Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$528K Sell
2025
Q2
$489K Buy
2025
Q1
$347K Buy
2024
Q4
$362K Buy
2024
Q3
$256K Hold
2024
Q2
$256K Sell
2024
Q1
$248K Buy
2023
Q4
$188K Hold
2023
Q3
$157K Buy
2023
Q2
$172K Hold
2023
Q1
$158K Hold
2022
Q4
$127K Hold
2022
Q3
$116K Hold
2022
Q2
$138K Sell
2022
Q1
$192K Buy
2021
Q4
$204K Sell
2021
Q3
$206K Hold
2021
Q2
$222K Buy
2021
Q1
$201K Hold
2020
Q4
$227K Buy