Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$286K Buy
2024
Q3
Sell
2024
Q2
$394K Buy
2024
Q1
$292K Buy
2023
Q4
$246K Buy
2023
Q3
$200K Buy
2022
Q3
Sell
2022
Q2
$223K Sell
2022
Q1
$222K Sell
2021
Q4
$289K Sell
2021
Q3
$326K Sell
2021
Q2
$606K Sell
2021
Q1
$657K Sell
2020
Q4
$701K Buy
2020
Q3
$642K Sell
2020
Q2
$684K Buy
2020
Q1
$657K Sell
2019
Q4
$946K Buy
2019
Q3
$487K Buy