Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Buy
2025
Q2
$335K Buy
2025
Q1
$235K Buy
2024
Q4
Sell
2024
Q3
$257K Sell
2024
Q2
$284K Buy
2022
Q4
Sell
2022
Q3
$281K Hold
2022
Q2
$292K Sell
2022
Q1
$610K Hold
2021
Q4
$720K Hold
2021
Q3
$629K Hold
2021
Q2
$641K Buy
2021
Q1
Sell
2020
Q4
$527K Buy