Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$286K Buy
2025
Q2
$241K Buy
2024
Q3
Sell
2024
Q2
$452K Sell
2024
Q1
$502K Sell
2023
Q4
$697K Buy
2023
Q3
$374K Buy
2023
Q2
$324K Sell
2023
Q1
$333K Buy
2022
Q4
$236K Buy
2022
Q3
Sell
2022
Q2
$209K Buy
2020
Q1
Sell
2019
Q4
$216K Buy
2019
Q3
$202K Buy
2019
Q2
Sell
2019
Q1
$208K Buy