Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$664K Buy
2025
Q2
$368K Buy
2025
Q1
$332K Buy
2024
Q4
$217K Sell
2024
Q3
$211K Sell
2024
Q2
$244K Buy
2023
Q3
Sell
2023
Q2
$592K Buy
2023
Q1
$221K Buy
2020
Q2
Sell
2020
Q1
$222K Hold
2019
Q4
$272K Sell
2019
Q3
$278K Buy
2019
Q2
$260K Buy