Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$408K Buy
2025
Q2
$381K Buy
2025
Q1
$352K Buy
2024
Q4
$302K Buy
2024
Q3
$316K Sell
2024
Q2
$270K Sell
2024
Q1
$269K Buy
2023
Q4
$271K Sell
2023
Q3
$239K Buy
2023
Q2
$246K Buy
2023
Q1
$247K Sell
2022
Q4
$296K Buy
2020
Q1
Sell
2019
Q4
$277K Buy
2019
Q3
$257K Sell
2019
Q2
$279K Buy