Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Buy
2025
Q2
$275K Sell
2025
Q1
$430K Buy
2024
Q4
$355K Buy
2024
Q2
Sell
2024
Q1
$214K Buy
2022
Q4
Sell
2022
Q3
$564K Buy
2022
Q2
Sell
2022
Q1
$201K Sell
2021
Q4
$361K Buy
2021
Q3
$356K Buy
2021
Q2
$328K Buy
2021
Q1
$266K Sell
2020
Q4
$428K Sell
2020
Q3
$441K Buy
2020
Q2
$348K Buy