Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$460K Buy
2025
Q1
Sell
2024
Q4
$435K Sell
2024
Q3
$739K Buy
2024
Q2
$487K Sell
2024
Q1
$516K Buy
2023
Q4
$392K Sell
2023
Q3
$518K Sell
2023
Q2
$486K Buy
2023
Q1
$485K Buy
2020
Q2
Sell
2020
Q1
$252K Sell
2019
Q4
$425K Sell
2019
Q3
$468K Buy
2019
Q2
$362K Buy