Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$446K Buy
2025
Q2
$384K Sell
2025
Q1
$479K Buy
2024
Q4
$390K Sell
2024
Q3
$386K Buy
2024
Q2
$323K Sell
2024
Q1
$318K Sell
2023
Q4
$290K Buy
2023
Q3
$162K Buy
2023
Q2
$146K Buy
2023
Q1
$148K Buy
2022
Q4
$109K Buy
2022
Q3
$85K Sell
2022
Q2
$92K Buy
2022
Q1
$105K Sell
2021
Q4
$388K Buy
2021
Q3
$89K Buy
2021
Q2
$68K Sell
2021
Q1
$295K Buy