Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Buy
2025
Q2
$417K Sell
2025
Q1
$354K Buy
2024
Q4
$393K Buy
2024
Q3
$404K Sell
2024
Q2
$503K Sell
2024
Q1
$429K Sell
2023
Q4
$290K Buy
2023
Q3
$261K Buy
2021
Q4
Sell
2021
Q3
$354K Buy
2021
Q2
$333K Sell
2021
Q1
$298K Hold
2020
Q4
$248K Buy
2020
Q3
$214K Buy
2019
Q2
Sell
2019
Q1
$204K Buy