Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$181K Buy
2025
Q1
$193K Buy
2024
Q4
$95.1K Buy
2024
Q3
$118K Sell
2024
Q2
$166K Buy
2024
Q1
$173K Buy
2023
Q4
$151K Sell
2023
Q3
$154K Buy
2023
Q2
$146K Buy
2020
Q1
Sell
2019
Q4
$382K Sell
2019
Q3
$717K Buy
2019
Q2
$372K Buy
2019
Q1
$318K Buy
2018
Q4
$180K Buy