Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Buy
2025
Q2
$269K Buy
2023
Q2
Sell
2023
Q1
$371K Buy
2022
Q4
$340K Buy
2022
Q3
$230K Buy
2022
Q2
$248K Buy
2022
Q1
$211K Buy
2021
Q4
$213K Sell
2021
Q3
$280K Sell
2021
Q2
$532K Sell
2021
Q1
$501K Sell
2020
Q4
$477K Buy
2020
Q3
$430K Sell
2020
Q2
$459K Buy
2020
Q1
$367K Buy
2019
Q4
$212K Sell
2019
Q3
$244K Buy