Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.6K Buy
2022
Q2
Sell
2022
Q1
$202K Sell
2021
Q4
$272K Sell
2021
Q3
$619K Sell
2021
Q2
$628K Buy
2021
Q1
$609K Buy
2020
Q4
$516K Buy
2020
Q3
$391K Buy
2020
Q2
$368K Buy
2020
Q1
$297K Buy