Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2024
Q1
Sell
2023
Q4
$492K Buy
2023
Q3
$290K Buy
2023
Q2
$272K Buy
2023
Q1
$259K Buy
2022
Q4
$237K Buy
2021
Q3
Sell
2021
Q2
$220K Buy
2021
Q1
Sell
2020
Q4
$254K Buy
2020
Q3
$218K Sell
2020
Q2
$224K Sell
2020
Q1
$262K Buy
2019
Q4
$233K Buy