Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$510K Buy
2025
Q2
$443K Hold
2025
Q1
$427K Buy
2024
Q4
$323K Sell
2024
Q3
$678K Buy
2024
Q2
$632K Sell
2024
Q1
$725K Buy
2023
Q4
$515K Hold
2023
Q3
$515K Hold
2023
Q2
$490K Hold
2023
Q1
$453K Hold
2022
Q4
$416K Sell
2022
Q3
$440K Buy
2019
Q2
Sell
2019
Q1
$5K Sell
2018
Q4
$61K Buy