Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Sell
2025
Q2
$225K Buy
2024
Q2
Sell
2024
Q1
$262K Sell
2023
Q4
$644K Sell
2023
Q3
$579K Buy
2023
Q2
$549K Sell
2023
Q1
$591K Buy
2022
Q4
$636K Buy
2022
Q3
$398K Buy
2022
Q2
$391K Buy
2022
Q1
$624K Buy
2021
Q4
$315K Sell
2021
Q3
$357K Sell
2021
Q2
$459K Buy
2021
Q1
$305K Buy
2019
Q2
Sell
2019
Q1
$572K Buy