Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$463K Sell
2025
Q1
$501K Buy
2024
Q4
$427K Sell
2024
Q3
$438K Buy
2024
Q1
Sell
2023
Q4
$226K Buy
2021
Q4
Sell
2021
Q3
$287K Buy
2021
Q2
Sell
2021
Q1
$402K Buy
2020
Q4
$329K Buy
2020
Q2
Sell
2020
Q1
$257K Buy
2019
Q1
Sell
2018
Q4
$1K Buy