Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$313K Buy
2025
Q2
$291K Sell
2025
Q1
$315K Buy
2024
Q4
$264K Buy
2024
Q3
$232K Buy
2024
Q2
$208K Sell
2024
Q1
$284K Buy
2023
Q4
$203K Buy
2022
Q2
Sell
2022
Q1
$253K Buy
2021
Q4
$230K Buy
2020
Q2
Sell
2020
Q1
$278K Buy
2019
Q4
$212K Buy