Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$344K Hold
2025
Q2
$277K Hold
2025
Q1
$300K Hold
2024
Q4
$339K Buy
2021
Q4
$1.59M Buy
2021
Q3
$1.03M Hold
2021
Q2
$1M Hold
2021
Q1
$894K Hold
2020
Q4
$971K Buy
2020
Q3
$419K Sell
2020
Q2
$795K Buy
2020
Q1
$553K Buy
2019
Q4
$571K Hold
2019
Q3
$436K Sell
2019
Q2
$395K Buy
2019
Q1
$378K Hold
2018
Q4
$314K Buy