Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$551K Buy
2023
Q1
Sell
2022
Q4
$240K Buy
2022
Q3
$202K Buy
2022
Q2
$240K Buy
2022
Q1
$221K Buy
2021
Q4
$224K Sell
2021
Q3
$232K Sell
2021
Q2
$248K Buy
2021
Q1
$216K Buy
2018
Q3
Sell
2018
Q2
$202K Buy
2018
Q1
$210K Buy