Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$401K Hold
2024
Q4
$332K Hold
2024
Q3
$413K Hold
2024
Q2
$400K Hold
2024
Q1
$339K Hold
2023
Q4
$339K Hold
2023
Q3
$253K Hold
2023
Q2
$237K Buy
2022
Q4
Sell
2022
Q3
$5.56M Buy
2022
Q1
Sell
2021
Q4
$5.68M Buy
2020
Q3
Sell
2020
Q2
$4.07M Buy
2020
Q1
$347K Buy