Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$685K Buy
2025
Q2
$555K Buy
2025
Q1
$396K Buy
2024
Q4
$255K Buy
2022
Q2
Sell
2022
Q1
$203K Buy
2021
Q4
$232K Sell
2021
Q3
$237K Buy
2021
Q2
$231K Sell
2021
Q1
$298K Sell
2020
Q4
$276K Buy