Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Buy
2023
Q1
Sell
2022
Q4
$208K Sell
2022
Q3
$225K Buy
2022
Q2
$232K Sell
2022
Q1
$398K Sell
2021
Q4
$551K Sell
2021
Q3
$499K Buy
2021
Q2
$458K Sell
2021
Q1
$452K Buy
2020
Q4
$391K Sell
2020
Q3
$357K Sell
2020
Q2
$469K Buy
2020
Q1
$392K Buy
2019
Q4
$428K Buy
2019
Q3
$382K Sell
2019
Q2
$423K Buy
2019
Q1
$350K Buy