Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$392K Buy
2024
Q4
Sell
2024
Q3
$380K Buy
2024
Q2
$282K Buy
2024
Q1
$277K Buy
2023
Q4
$238K Buy
2022
Q1
Sell
2021
Q4
$473K Buy
2020
Q3
Sell
2020
Q2
$521K Buy