Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Buy
2025
Q2
$273K Sell
2025
Q1
$248K Sell
2024
Q4
$290K Sell
2024
Q3
$291K Buy
2024
Q2
$236K Buy
2024
Q1
$264K Buy
2023
Q4
$283K Sell
2023
Q3
$248K Sell
2023
Q2
$211K Buy
2023
Q1
$204K Buy
2022
Q2
Sell
2022
Q1
$221K Sell
2021
Q4
$233K Buy
2021
Q1
Sell
2020
Q4
$343K Buy
2020
Q3
$275K Buy
2020
Q2
$291K Buy