Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$248K Sell
2025
Q2
$296K Buy
2025
Q1
$222K Buy
2024
Q4
$264K Buy
2024
Q3
$235K Buy
2023
Q2
Sell
2023
Q1
$246K Buy
2022
Q1
Sell
2021
Q4
$397K Sell
2021
Q3
$558K Sell
2021
Q2
$652K Buy
2021
Q1
$480K Buy
2020
Q4
$414K Buy
2020
Q3
$299K Buy
2020
Q2
$240K Buy