Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Buy
2025
Q2
$242K Sell
2025
Q1
$349K Buy
2024
Q4
$280K Buy
2022
Q4
Sell
2022
Q3
$242K Buy
2022
Q2
$252K Buy
2021
Q4
Sell
2021
Q3
$265K Buy
2021
Q2
$279K Sell
2021
Q1
$296K Buy
2020
Q4
$278K Buy