Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$468K Hold
2025
Q2
$500K Buy
2025
Q1
$410K Buy
2024
Q4
$377K Sell
2024
Q3
$564K Sell
2024
Q2
$840K Sell
2024
Q1
$729K Buy
2023
Q3
Sell
2023
Q2
$865K Buy
2020
Q2
Sell
2020
Q1
$557K Sell
2019
Q4
$676K Hold
2019
Q3
$663K Sell
2019
Q2
$823K Buy