Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Buy
2025
Q2
$235K Buy
2025
Q1
$262K Sell
2024
Q4
$235K Buy
2024
Q3
$243K Buy
2024
Q2
$278K Buy
2024
Q1
$290K Sell
2023
Q4
$332K Buy
2023
Q3
$362K Sell
2023
Q2
$369K Buy
2023
Q1
$397K Buy
2022
Q4
$365K Buy
2022
Q3
$279K Buy
2022
Q2
$276K Buy
2022
Q1
$286K Sell
2021
Q4
$301K Hold
2021
Q3
$309K Buy
2021
Q2
$294K Hold
2021
Q1
$271K Sell
2020
Q4
$261K Buy