Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$261K Buy
2022
Q3
Sell
2022
Q2
$387K Buy
2021
Q1
$490K Sell
2020
Q4
$394K Sell
2020
Q3
$578K Buy
2020
Q2
$462K Buy
2020
Q1
$454K Sell
2019
Q4
$617K Buy
2019
Q3
Sell
2019
Q2
$687K Buy