Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$744K Sell
2025
Q2
$884K Buy
2025
Q1
$308K Buy
2024
Q4
$232K Buy
2022
Q1
Sell
2021
Q4
$244K Hold
2021
Q3
$241K Sell
2021
Q2
$268K Buy
2021
Q1
Sell
2020
Q4
$203K Buy