Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$454K Buy
2025
Q2
$368K Buy
2025
Q1
$307K Buy
2024
Q4
$251K Sell
2024
Q3
$329K Buy
2024
Q2
$202K Buy
2022
Q4
Sell
2022
Q3
$206K Buy
2022
Q2
$244K Sell
2022
Q1
$304K Sell
2021
Q4
$479K Sell
2021
Q3
$548K Buy
2021
Q2
$489K Buy
2021
Q1
$425K Buy
2020
Q4
$377K Buy