Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Hold
2025
Q2
Hold
2024
Q4
Sell
2024
Q3
$544K Buy
2021
Q4
Sell
2021
Q3
$656K Buy
2021
Q2
Sell
2021
Q1
$682K Buy
2020
Q1
Sell
2019
Q4
$572 Sell
2019
Q3
$718K Hold
2019
Q2
$743K Buy