Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$544K Buy
2025
Q2
$497K Buy
2025
Q1
$423K Buy
2024
Q4
$207K Sell
2024
Q3
$335K Buy
2023
Q2
Sell
2023
Q1
$456K Buy
2022
Q4
$506K Buy
2021
Q3
Sell
2021
Q2
$265K Sell
2021
Q1
$278K Buy
2020
Q4
$233K Hold
2020
Q3
$214K Hold
2020
Q2
$208K Buy