Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$559K Hold
2025
Q2
$461K Hold
2025
Q1
$318K Hold
2024
Q4
$391K Hold
2024
Q3
$371K Hold
2024
Q2
$314K Hold
2024
Q1
$302K Buy
2021
Q4
Sell
2021
Q3
$270K Hold
2021
Q2
$290K Hold
2021
Q1
$260K Hold
2020
Q4
$210K Buy
2020
Q1
Sell
2019
Q4
$203K Hold
2019
Q3
$202K Hold
2019
Q2
$207K Buy