Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$319K Sell
2024
Q3
$407K Buy
2022
Q2
Sell
2022
Q1
$206K Buy
2020
Q3
Sell
2020
Q2
$198K Buy
2019
Q1
Sell
2018
Q4
$78K Sell
2018
Q3
$184K Buy