Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Buy
2024
Q2
Sell
2024
Q1
$270K Sell
2023
Q4
$337K Buy
2023
Q3
$238K Buy
2023
Q1
Sell
2022
Q4
$209K Sell
2022
Q3
$209K Sell
2022
Q2
$375K Buy
2022
Q1
$398K Sell
2021
Q4
$434K Buy
2021
Q3
$201K Buy
2020
Q2
Sell
2020
Q1
$274K Buy