Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$504K Buy
2025
Q2
$304K Buy
2025
Q1
$206K Buy
2024
Q4
$227K Buy
2024
Q3
Sell
2024
Q2
$226K Buy
2021
Q3
Sell
2021
Q2
$359K Buy
2021
Q1
$350K Sell
2020
Q4
$337K Hold
2020
Q3
$250K Buy
2019
Q3
Sell
2019
Q2
$63K Buy