Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Buy
2025
Q2
$258K Sell
2025
Q1
$273K Buy
2024
Q4
$240K Buy
2024
Q3
$238K Buy
2024
Q2
$204K Sell
2024
Q1
$217K Buy
2022
Q3
Sell
2022
Q2
$224K Sell
2022
Q1
$262K Sell
2021
Q4
$241K Sell
2021
Q3
$237K Sell
2021
Q2
$241K Buy
2021
Q1
$231K Sell
2020
Q4
$235K Buy
2020
Q3
Sell
2020
Q2
$230K Buy