Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Buy
2025
Q2
$216K Buy
2022
Q1
Sell
2021
Q4
$301K Buy
2021
Q3
$250K Buy
2021
Q2
$258K Buy
2021
Q1
$245K Buy
2020
Q4
$207K Buy
2020
Q1
Sell
2019
Q4
$223K Buy