Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$224K Sell
2025
Q1
$239K Buy
2024
Q4
Sell
2024
Q3
$266K Buy
2023
Q2
Sell
2023
Q1
$418K Sell
2022
Q4
$517K Sell
2022
Q3
$480K Buy
2022
Q2
$531K Buy
2022
Q1
$558K Buy
2021
Q4
$643K Buy
2021
Q3
$589K Buy
2021
Q2
$604K Buy