Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$275K Buy
2023
Q1
Sell
2022
Q4
$312K Buy
2022
Q3
$267K Sell
2022
Q2
$271K Buy
2022
Q1
$397K Buy
2021
Q4
$362K Sell
2021
Q3
$453K Buy
2021
Q2
$392K Buy
2021
Q1
$332K Buy
2020
Q4
$220K Sell
2020
Q3
$232K Buy
2020
Q2
$203K Buy