Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Sell
2025
Q2
$220K Sell
2025
Q1
$229K Buy
2022
Q4
Sell
2022
Q3
$222K Sell
2022
Q2
$398K Buy
2021
Q4
Sell
2021
Q3
$265K Buy
2021
Q2
$282K Buy
2021
Q1
Sell
2020
Q4
$227K Sell
2020
Q3
$274K Sell
2020
Q2
$334K Buy
2020
Q1
$315K Buy
2019
Q4
$357K Buy