Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$832K Buy
2025
Q2
$782K Buy
2025
Q1
$685K Sell
2024
Q4
$620K Sell
2024
Q3
$689K Buy
2024
Q2
$489K Buy
2022
Q1
Sell
2021
Q4
$244K Buy
2021
Q3
$233K Buy
2021
Q2
$263K Hold
2021
Q1
$254K Hold
2020
Q4
$231K Buy