Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Sell
2025
Q2
$279K Sell
2025
Q1
$325K Sell
2024
Q4
$334K Buy
2024
Q3
$300K Buy
2022
Q2
Sell
2022
Q1
$261K Sell
2021
Q4
$335K Sell
2021
Q3
$328K Sell
2021
Q2
$324K Buy