Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$491K Buy
2025
Q2
$521K Buy
2025
Q1
$286K Buy
2024
Q4
$246K Sell
2024
Q3
$295K Buy
2024
Q2
$259K Buy
2024
Q1
$243K Buy
2022
Q2
Sell
2022
Q1
$209K Hold
2021
Q4
$264K Hold
2021
Q3
$255K Hold
2021
Q2
$265K Sell
2021
Q1
$258K Buy
2020
Q4
Sell
2020
Q3
$232K Sell
2020
Q2
$215K Buy