Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Buy
2025
Q2
Sell
2025
Q1
$229K Buy
2024
Q4
$179K Sell
2024
Q3
$200K Sell
2024
Q2
$432K Buy
2024
Q1
$297K Sell
2023
Q4
$300K Buy
2023
Q3
$334K Sell
2023
Q2
$283K Buy
2023
Q1
$254K Buy
2022
Q4
$261K Buy
2020
Q1
Sell
2019
Q4
$300K Buy
2016
Q1
Sell
2015
Q4
$437K Buy