Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$221K Buy
2025
Q1
Sell
2024
Q4
$227K Buy
2024
Q3
$216K Sell
2024
Q2
$257K Buy
2024
Q1
$216K Buy
2023
Q4
$236K Buy
2022
Q2
Sell
2022
Q1
$361K Sell
2021
Q4
$535K Sell
2021
Q3
$622K Sell
2021
Q2
$690K Buy
2021
Q1
$554K Buy
2020
Q4
$360K Sell
2020
Q3
$356K Buy
2020
Q2
$292K Buy