Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Buy
2025
Q2
$421K Buy
2025
Q1
$319K Hold
2024
Q4
$360K Buy
2024
Q3
$422K Sell
2024
Q2
$334K Hold
2024
Q1
$356K Buy
2023
Q4
$301K Buy
2023
Q3
$244K Buy
2023
Q2
$254K Hold
2023
Q1
$223K Buy
2022
Q1
Sell
2021
Q4
$201K Buy
2018
Q1
Sell
2017
Q4
$214K Buy
2017
Q3
$14K Buy