Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$820K Hold
2025
Q2
$744K Buy
2025
Q1
$687K Hold
2024
Q4
$678K Hold
2024
Q3
$723K Sell
2024
Q2
$894K Sell
2024
Q1
$965K Buy
2023
Q3
Sell
2023
Q2
$202K Sell
2023
Q1
$168K Buy
2022
Q4
$120K Buy
2019
Q1
Sell
2018
Q4
$83K Buy