Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Buy
2025
Q2
$321K Buy
2025
Q1
$290K Buy
2024
Q4
$263K Buy
2024
Q3
$275K Buy
2024
Q2
$226K Buy
2023
Q3
Sell
2023
Q2
$232K Buy
2020
Q3
Sell
2020
Q2
$464K Sell
2020
Q1
$296K Buy
2019
Q4
$245K Buy