Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$449K Sell
2025
Q2
$456K Sell
2025
Q1
$398K Buy
2024
Q4
$349K Buy
2022
Q3
Sell
2022
Q2
$204K Sell
2022
Q1
$394K Sell
2021
Q4
$454K Buy
2021
Q2
Sell
2021
Q1
$708K Sell
2020
Q4
$830K Buy