Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Buy
2025
Q2
$250K Buy
2023
Q2
Sell
2023
Q1
$266K Buy
2022
Q1
Sell
2021
Q4
$197K Buy
2021
Q3
$211K Buy
2021
Q2
$212K Buy
2021
Q1
$182K Sell
2020
Q4
$166K Sell
2020
Q3
$148K Buy
2020
Q2
$101K Sell
2020
Q1
$89K Buy