Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$551K Sell
2025
Q2
$784K Sell
2025
Q1
$1.06M Buy
2024
Q4
$1.09M Buy
2024
Q3
$906K Buy
2024
Q2
$529K Hold
2024
Q1
$547K Buy
2019
Q4
Sell
2019
Q3
$488K Sell
2019
Q2
$564K Buy