Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Sell
2025
Q2
$395K Sell
2025
Q1
$402K Buy
2024
Q4
$380K Buy
2024
Q3
$302K Buy
2024
Q2
$247K Buy
2021
Q3
Sell
2021
Q2
$213K Sell
2021
Q1
$281K Buy
2020
Q4
$245K Buy
2020
Q3
$257K Buy