Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$563K Buy
2025
Q2
$501K Sell
2025
Q1
$435K Hold
2024
Q4
$501K Buy
2021
Q4
$644K Buy
2021
Q3
$404K Hold
2021
Q2
$423K Hold
2021
Q1
$381K Hold
2020
Q4
$401K Buy
2020
Q3
$31K Sell
2020
Q2
$458K Buy
2020
Q1
$294K Buy
2019
Q4
$213K Buy
2019
Q3
Sell
2019
Q2
$219K Buy
2019
Q1
$554K Buy
2018
Q4
$461K Buy