Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Sell
2025
Q2
$309K Buy
2025
Q1
$211K Sell
2024
Q4
$222K Sell
2024
Q3
$286K Buy
2024
Q2
$256K Sell
2024
Q1
$435K Buy
2023
Q4
$513K Buy
2023
Q3
$339K Buy
2023
Q2
$347K Buy
2023
Q1
$293K Buy
2022
Q4
$254K Buy
2019
Q3
Sell
2019
Q2
$362K Sell
2019
Q1
$399K Buy