Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$490K Sell
2025
Q2
$538K Sell
2025
Q1
$654K Buy
2024
Q4
$597K Sell
2024
Q3
$574K Buy
2024
Q2
$590K Sell
2024
Q1
$670K Buy
2023
Q4
$468K Buy
2023
Q3
$339K Buy
2023
Q2
$291K Buy
2023
Q1
$171K Buy
2022
Q4
$105K Buy
2020
Q3
Sell
2020
Q2
$10K Buy
2019
Q3
Sell
2019
Q2
$4K Buy