Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Sell
2025
Q2
$234K Buy
2025
Q1
$259K Buy
2024
Q4
$212K Buy
2024
Q3
$222K Buy
2023
Q1
$219K Sell
2022
Q4
$238K Sell
2022
Q3
$237K Buy
2022
Q2
$231K Buy
2022
Q1
$239K Sell
2021
Q4
$204K Buy
2021
Q1
Sell
2020
Q4
$230K Sell
2020
Q3
$213K Sell
2020
Q2
$241K Buy