Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$574K Hold
2025
Q2
$495K Hold
2025
Q1
$328K Buy
2024
Q4
Sell
2024
Q3
$331K Buy
2020
Q4
Sell
2020
Q3
$110K Hold
2020
Q2
$102K Buy
2019
Q4
Sell
2019
Q3
$104K Hold
2019
Q2
$95K Hold
2019
Q1
$99K Buy