Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$406K Sell
2025
Q2
$360K Buy
2025
Q1
Sell
2024
Q4
$175K Buy
2024
Q3
$212K Buy
2024
Q2
Sell
2024
Q1
$294K Sell
2023
Q4
$334K Sell
2023
Q3
$413K Buy
2023
Q2
$403K Buy
2023
Q1
$408K Buy
2022
Q4
$320K Buy
2022
Q3
$223K Buy
2020
Q1
Sell
2019
Q4
$454K Sell
2019
Q3
$499K Sell
2019
Q2
$529K Buy
2019
Q1
$254K Buy
2018
Q4
$188K Buy