Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$659K Hold
2025
Q2
$528K Buy
2025
Q1
$568K Sell
2024
Q4
$484K Hold
2024
Q3
$538K Sell
2024
Q2
$474K Hold
2024
Q1
$503K Buy
2023
Q4
$259K Sell
2023
Q3
$319K Hold
2023
Q2
$288K Buy
2023
Q1
$259K Buy
2022
Q4
$259K Buy
2019
Q4
Sell
2019
Q3
$52K Buy