Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$569K Hold
2025
Q2
$528K Sell
2025
Q1
$413K Buy
2023
Q1
Sell
2022
Q4
$223K Sell
2022
Q3
$261K Hold
2022
Q2
$247K Sell
2022
Q1
$480K Hold
2021
Q4
$529K Buy
2021
Q3
$593K Buy
2021
Q2
$625K Buy
2021
Q1
$381K Buy
2020
Q4
$500K Buy