Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Buy
2024
Q4
Sell
2024
Q3
$612K Buy
2024
Q2
$516K Sell
2024
Q1
$536K Buy
2023
Q1
Sell
2022
Q4
$249K Buy
2022
Q3
Sell
2022
Q2
$381K Buy
2020
Q3
Sell
2020
Q2
$357K Buy
2018
Q3
Sell
2018
Q2
$246K Buy