Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$318K Buy
2025
Q1
$326K Buy
2024
Q4
$270K Buy
2024
Q3
$320K Sell
2024
Q2
$502K Buy
2024
Q1
$319K Buy
2023
Q4
$285K Buy
2023
Q3
$254K Sell
2023
Q2
$407K Buy
2023
Q1
$337K Buy
2022
Q4
Sell
2022
Q3
$234K Buy
2020
Q4
Sell
2020
Q3
$210 Buy