Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$738K Buy
2024
Q4
Sell
2024
Q3
$401K Buy
2023
Q3
Sell
2023
Q2
$296K Buy
2023
Q1
$221K Buy
2020
Q3
Sell
2020
Q2
$278K Buy
2020
Q1
Sell
2019
Q4
$279K Buy