Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2025
Q2
$247K Sell
2025
Q1
$223K Buy
2024
Q4
$214K Buy
2023
Q1
Sell
2022
Q4
$227K Buy
2022
Q2
Sell
2022
Q1
$254K Sell
2021
Q4
$299K Sell
2021
Q3
$275K Buy
2021
Q2
$255K Buy
2021
Q1
$202K Buy
2019
Q1
Sell
2018
Q4
$216K Buy
2018
Q3
$243K Buy