Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Sell
2025
Q2
$280K Buy
2025
Q1
$247K Buy
2024
Q4
Sell
2024
Q3
$206K Buy
2021
Q1
Sell
2020
Q4
$235K Sell
2020
Q3
$283K Buy
2020
Q2
$235K Buy
2020
Q1
Sell
2019
Q4
$257K Buy
2019
Q3
$217K Buy
2019
Q2
$220K Buy