Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$296K Buy
2025
Q2
$296K Buy
2025
Q1
$286K Buy
2024
Q4
$208K Buy
2023
Q3
Sell
2023
Q2
$572K Buy
2023
Q1
$477K Buy
2022
Q4
$330K Buy
2022
Q3
$263K Sell
2022
Q2
$433K Buy
2022
Q1
$415K Buy
2021
Q4
$227K Sell
2021
Q3
$271K Buy
2021
Q1
Sell
2020
Q4
$276K Buy
2020
Q3
$249K Sell
2020
Q2
$268K Sell
2020
Q1
$276K Sell
2019
Q4
$341K Buy