Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$278K Sell
2025
Q2
$286K Buy
2024
Q1
Sell
2023
Q4
$252K Buy
2023
Q3
$201K Sell
2023
Q2
$244K Sell
2023
Q1
$285K Buy
2022
Q4
$251K Buy
2022
Q3
Sell
2022
Q2
$215K Sell
2022
Q1
$497K Buy
2021
Q1
$667K Buy
2020
Q4
$646K Buy