Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Buy
2025
Q2
$223K Sell
2025
Q1
$207K Sell
2024
Q4
$226K Sell
2024
Q3
$212K Buy
2024
Q2
$185K Buy
2024
Q1
$174K Buy
2023
Q4
$167K Buy
2023
Q3
$171K Buy
2023
Q2
$73K Buy
2023
Q1
$25K Sell
2022
Q4
$37K Buy
2020
Q3
$316K Buy
2020
Q2
$348K Sell
2020
Q1
$394K Sell
2019
Q4
$660K Buy