Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$657K Hold
2025
Q2
$656K Sell
2025
Q1
$725K Sell
2024
Q4
$856K Buy
2024
Q3
$422K Buy
2024
Q2
$327K Hold
2024
Q1
$306K Buy
2022
Q4
Sell
2022
Q3
$206K Buy
2022
Q2
Sell
2022
Q1
$287K Hold
2021
Q4
$293K Hold
2021
Q3
$289K Sell
2021
Q2
$327K Hold
2021
Q1
$294K Hold
2020
Q4
$309K Buy