Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
2025
Q1
$293K Buy
2024
Q4
$235K Buy
2024
Q3
$215K Buy
2024
Q1
Sell
2023
Q4
$201K Buy
2022
Q3
Sell
2022
Q2
$221K Buy
2022
Q1
$236K Sell
2021
Q4
$356K Buy
2021
Q3
$267K Buy
2019
Q1
Sell
2018
Q4
$299K Buy
2018
Q3
$229K Buy