Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$287K Sell
2025
Q3
$453K Sell
2025
Q2
$537K Buy
2025
Q1
$376K Buy
2022
Q2
Sell
2022
Q1
$407K Buy
2021
Q4
$414K Sell
2021
Q3
$463K Sell
2021
Q2
$455K Sell
2021
Q1
$444K Sell
2020
Q4
$370K Sell
2020
Q3
$345K Buy
2020
Q2
$325K Buy
2020
Q1
$239K Buy