Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$475K Buy
2025
Q2
$446K Sell
2025
Q1
$479K Buy
2024
Q4
$302K Buy
2023
Q3
Sell
2023
Q2
$243K Buy
2023
Q1
$238K Buy
2022
Q4
$232K Buy
2022
Q3
$201K Buy
2022
Q2
$234K Buy
2022
Q1
$262K Buy
2021
Q4
$234K Buy
2019
Q3
Sell
2019
Q2
$51K Buy