Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$471K Sell
2025
Q2
$509K Sell
2025
Q1
$622K Buy
2024
Q4
$534K Buy
2024
Q3
$492K Buy
2024
Q2
$402K Sell
2024
Q1
$459K Buy
2023
Q4
$468K Sell
2023
Q3
$477K Buy
2023
Q2
$523K Buy
2023
Q1
$289K Buy
2022
Q4
$266K Buy
2022
Q3
$217K Buy
2022
Q2
$269K Buy
2022
Q1
$206K Buy
2021
Q4
Sell
2021
Q3
$253K Sell
2021
Q2
$221K Buy