Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Sell
2025
Q2
$219K Buy
2024
Q4
Sell
2024
Q3
$538K Buy
2024
Q2
$422K Buy
2022
Q3
Sell
2022
Q2
$284K Buy
2020
Q2
Sell
2020
Q1
$184K Buy
2019
Q4
$280K Buy
2019
Q3
$212K Buy