Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$816K Sell
2025
Q2
$825K Buy
2025
Q1
$914K Buy
2024
Q4
$744K Buy
2024
Q3
$767K Buy
2024
Q2
$321K Buy
2024
Q1
$281K Buy
2023
Q4
$283K Buy
2023
Q3
$263K Hold
2023
Q2
$217K Buy
2021
Q3
Sell
2021
Q2
$217K Buy
2021
Q1
Sell
2020
Q4
$203K Buy