Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$909K Buy
2025
Q2
$683K Buy
2025
Q1
$416K Buy
2024
Q4
$376K Sell
2024
Q3
$462K Buy
2024
Q2
$391K Buy
2024
Q1
$258K Sell
2023
Q4
$222K Buy
2022
Q1
Sell
2021
Q4
$269K Hold
2021
Q3
$249K Buy
2021
Q2
$263K Sell
2021
Q1
$286K Hold
2020
Q4
$263K Buy