Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$515K Buy
2025
Q1
$561K Buy
2024
Q4
$432K Sell
2024
Q3
$508K Buy
2024
Q2
$466K Buy
2024
Q1
$474K Buy
2023
Q4
$447K Buy
2023
Q3
$473K Buy
2023
Q2
$416K Sell
2023
Q1
$405K Buy
2022
Q4
$430K Buy
2022
Q3
$303K Buy
2022
Q2
$255K Sell
2022
Q1
$263K Buy
2020
Q1
Sell
2019
Q4
$235K Sell
2019
Q3
$222K Buy