Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$665K Hold
2025
Q2
$517K Hold
2025
Q1
$331K Hold
2024
Q4
$394K Sell
2024
Q3
$437K Hold
2024
Q2
$362K Buy
2024
Q1
$300K Buy
2023
Q3
Sell
2023
Q2
$213K Buy
2020
Q2
Sell
2020
Q1
$516K Sell
2019
Q4
$605K Hold
2019
Q3
$629K Buy
2019
Q2
$403K Sell
2019
Q1
$402K Hold
2018
Q4
$338K Sell
2018
Q3
$401K Buy