Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2025
Q2
$206K Buy
2025
Q1
$227K Buy
2024
Q4
Sell
2024
Q3
$221K Sell
2024
Q2
$255K Sell
2024
Q1
$268K Buy
2023
Q3
Sell
2023
Q2
$260K Sell
2023
Q1
$310K Sell
2022
Q4
$294K Buy
2022
Q3
$218K Sell
2022
Q2
$229K Buy
2020
Q3
Sell
2020
Q2
$343K Buy
2020
Q1
$330K Sell
2019
Q4
$756K Buy