Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Buy
2025
Q2
$314K Buy
2025
Q1
$279K Sell
2024
Q4
$294K Sell
2024
Q3
$275K Hold
2024
Q2
$248K Buy
2024
Q1
$253K Buy
2023
Q4
$256K Buy
2023
Q3
$272K Buy
2023
Q2
$262K Buy
2023
Q1
$264K Sell
2022
Q4
$255K Buy
2022
Q3
$214K Buy
2022
Q2
$220K Sell
2022
Q1
$293K Sell
2021
Q4
$339K Buy
2021
Q2
Sell
2021
Q1
$524K Buy
2020
Q4
$234K Buy