Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$630K Sell
2025
Q2
$488K Buy
2025
Q1
Sell
2024
Q4
$388K Buy
2022
Q2
Sell
2022
Q1
$302K Buy
2021
Q4
$272K Buy
2021
Q3
$305K Buy
2021
Q2
$337K Buy
2021
Q1
$323K Buy
2020
Q3
Sell
2020
Q2
$428K Sell
2020
Q1
$351K Buy
2019
Q4
$542K Buy
2019
Q3
$483K Buy