Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$493K Sell
2025
Q2
$600K Buy
2025
Q1
$412K Buy
2024
Q4
$343K Buy
2024
Q3
Sell
2024
Q2
$240K Hold
2024
Q1
$216K Buy
2022
Q1
Sell
2021
Q4
$527K Buy
2021
Q3
$414K Sell
2021
Q2
$445K Buy
2021
Q1
$408K Buy
2020
Q4
$422K Buy
2020
Q3
$344K Buy
2020
Q2
$286K Buy