Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Buy
2024
Q2
Sell
2024
Q1
$274K Buy
2023
Q4
$301K Buy
2022
Q2
Sell
2022
Q1
$363K Buy
2021
Q1
$497K Buy
2020
Q4
$369K Buy