Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$762K Buy
2025
Q2
$504K Sell
2025
Q1
$593K Buy
2024
Q4
$503K Buy
2024
Q3
$522K Buy
2021
Q3
Sell
2021
Q2
$271K Hold
2021
Q1
$261K Hold
2020
Q4
$247K Buy