Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Sell
2025
Q2
$302K Sell
2025
Q1
$366K Buy
2024
Q4
$201K Buy
2024
Q3
$204K Buy
2022
Q2
Sell
2022
Q1
$218K Sell
2021
Q4
$311K Sell
2021
Q3
$249K Sell
2021
Q2
$277K Sell
2021
Q1
$241K Buy
2020
Q4
$246K Buy
2020
Q3
$216K Buy