Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2025
Q2
$146K Sell
2025
Q1
$151K Sell
2024
Q4
$143K Sell
2024
Q3
$179K Sell
2024
Q2
$176K Buy
2024
Q1
$173K Buy
2023
Q4
$147K Buy
2023
Q3
$132K Buy
2023
Q2
$11K Buy
2020
Q2
Sell
2020
Q1
$114K Buy
2019
Q4
$26K Buy