Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$126K Buy
2025
Q2
Sell
2025
Q1
$379K Buy
2024
Q4
$264K Buy
2024
Q3
$58.2K Sell
2024
Q2
$264K Buy
2024
Q1
$270K Sell
2023
Q4
$271K Sell
2023
Q3
$299K Sell
2023
Q2
$466K Buy
2021
Q4
Sell
2021
Q3
$204K Buy
2021
Q2
$226K Sell
2021
Q1
$206K Buy
2020
Q4
Sell
2020
Q3
$273K Sell
2020
Q2
$373K Buy