Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$308K Sell
2024
Q3
$402K Buy
2024
Q2
$411K Buy
2022
Q1
Sell
2021
Q4
$213K Sell
2021
Q3
$306K Buy
2021
Q2
$321K Buy
2021
Q1
$282K Buy
2020
Q4
Sell
2020
Q3
$374K Buy
2020
Q2
$355K Buy
2020
Q1
$285K Sell
2019
Q4
$324K Buy