Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Buy
2025
Q2
$237K Buy
2023
Q2
Sell
2023
Q1
$486K Sell
2022
Q4
$447K Buy
2022
Q3
$340K Buy
2022
Q2
$309K Buy
2022
Q1
$320K Buy
2021
Q4
$321K Buy
2021
Q3
$253K Buy
2021
Q2
$236K Buy
2021
Q1
Sell
2020
Q4
$228K Buy
2018
Q4
Sell
2018
Q3
$238K Buy