Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
2025
Q2
$232K Buy
2025
Q1
$214K Sell
2024
Q4
$232K Sell
2024
Q3
$240K Sell
2024
Q2
$211K Buy
2023
Q1
Sell
2022
Q4
$203K Sell
2022
Q3
$195K Sell
2022
Q2
$285K Sell
2022
Q1
$298K Buy
2021
Q4
$291K Sell
2021
Q3
$325K Sell
2021
Q2
$378K Sell
2021
Q1
$991K Buy
2020
Q4
$897K Buy