Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Buy
2025
Q1
Sell
2024
Q4
$274K Buy
2024
Q3
$205K Buy
2022
Q1
Sell
2021
Q4
$247K Sell
2021
Q3
$247K Sell
2021
Q2
$248K Sell
2021
Q1
$281K Buy
2020
Q4
$217K Buy
2020
Q3
Sell
2020
Q2
$229K Buy