Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$768K Hold
2025
Q2
$638K Buy
2025
Q1
$387K Buy
2024
Q4
$309K Buy
2024
Q3
$227K Buy
2020
Q1
Sell
2019
Q4
$409K Sell
2019
Q3
$518K Sell
2019
Q2
$548K Sell
2019
Q1
$563K Buy