Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$533K Buy
2025
Q2
$539K Buy
2025
Q1
$556K Buy
2024
Q4
$492K Buy
2024
Q3
$423K Buy
2024
Q2
$326K Buy
2024
Q1
$291K Buy
2020
Q4
Sell
2020
Q3
$12K Buy
2020
Q2
Sell
2020
Q1
$5.82K Sell
2019
Q4
$18.6K Buy
2019
Q3
$8.41K Buy
2019
Q2
Sell
2019
Q1
$7.07K Buy