Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$320K Buy
2023
Q2
Sell
2023
Q1
$297K Buy
2022
Q4
$220K Buy
2022
Q3
$136K Sell
2022
Q2
$170K Sell
2022
Q1
$288K Buy
2021
Q4
$265K Buy
2021
Q3
$142K Buy
2021
Q2
$102K Buy
2021
Q1
$53K Sell
2020
Q4
$123K Sell
2020
Q3
$152K Buy
2020
Q2
$193K Buy
2020
Q1
$111K Buy
2019
Q4
$16K Buy