Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$401K Buy
2021
Q2
Sell
2021
Q1
$742K Buy
2020
Q4
$601K Buy
2020
Q3
$458K Buy
2020
Q2
$202K Sell
2020
Q1
$331K Buy
2019
Q4
$463K Buy