Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$225K Buy
2025
Q1
$240K Buy
2024
Q4
$238K Sell
2024
Q3
$261K Sell
2024
Q2
$223K Buy
2024
Q1
$255K Sell
2023
Q4
$242K Sell
2023
Q3
$207K Buy
2022
Q1
Sell
2021
Q4
$210K Sell
2021
Q3
$203K Sell
2021
Q2
$228K Sell
2021
Q1
$288K Sell
2020
Q4
$278K Buy
2020
Q3
Sell
2020
Q2
$213K Sell
2020
Q1
$217K Buy