Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Sell
2025
Q2
$295K Buy
2025
Q1
$319K Sell
2024
Q4
$339K Sell
2024
Q3
$452K Buy
2024
Q2
$397K Buy
2024
Q1
$341K Buy
2023
Q1
Sell
2022
Q4
$451K Buy
2021
Q1
$291K Buy
2020
Q4
$244K Buy