Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$836K Buy
2025
Q2
$514K Buy
2025
Q1
$429K Buy
2024
Q4
$304K Buy
2024
Q3
$305K Buy
2024
Q2
$258K Sell
2024
Q1
$275K Buy
2023
Q4
$255K Sell
2023
Q3
$500K Buy
2023
Q2
$238K Buy
2022
Q2
Sell
2022
Q1
$212K Sell
2021
Q4
$363K Buy
2021
Q3
$238K Buy
2019
Q1
Sell
2018
Q4
$5K Buy
2018
Q1
$6K Hold
2017
Q4
$6K Buy