Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Sell
2025
Q2
$288K Buy
2025
Q1
$228K Sell
2024
Q4
$257K Sell
2024
Q3
$464K Sell
2024
Q2
$471K Buy
2024
Q1
$425K Buy
2023
Q4
$377K Sell
2023
Q3
$338K Buy
2023
Q2
$318K Buy
2023
Q1
$300K Sell
2022
Q4
$272K Buy
2020
Q1
Sell
2019
Q4
$217K Sell
2019
Q3
$222K Buy