Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Buy
2025
Q2
$154K Buy
2024
Q2
Sell
2024
Q1
$240K Buy
2023
Q4
$260K Sell
2023
Q3
$243K Sell
2023
Q2
$304K Buy
2023
Q1
$319K Buy
2022
Q4
$296K Buy
2020
Q2
Sell
2020
Q1
$82K Buy