Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$816K Hold
2025
Q2
$672K Hold
2025
Q1
$465K Sell
2024
Q4
$689K Buy
2024
Q2
$555K Sell
2024
Q1
$649K Hold
2023
Q4
$399K Sell
2023
Q3
$410K Hold
2023
Q2
$431K Buy
2019
Q3
$654K Buy