Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$161K Hold
2025
Q2
$172K Hold
2025
Q1
$179K Sell
2024
Q4
$719K Hold
2024
Q3
$705K Hold
2024
Q2
$772K Hold
2024
Q1
$1.03M Sell
2023
Q4
$1.01M Hold
2023
Q3
$759K Sell
2023
Q2
$1.26M Hold
2023
Q1
$906K Buy
2021
Q2
Sell
2021
Q1
$12.8M Sell
2020
Q4
$16.1M Hold
2020
Q3
$13.6M Hold
2020
Q2
$12.5M Buy