Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$671K Buy
2022
Q4
Sell
2022
Q3
$60K Buy
2022
Q2
Sell
2022
Q1
$278K Buy
2021
Q4
$292K Buy
2021
Q3
$291K Sell
2021
Q2
$415K Buy
2021
Q1
$376K Buy
2020
Q4
$274K Buy
2019
Q4
Sell
2019
Q3
$175K Sell
2019
Q2
$276K Buy
2018
Q4
Sell
2018
Q3
$339K Buy