Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$656K Buy
2025
Q2
$526K Sell
2025
Q1
$398K Buy
2024
Q4
$444K Buy
2024
Q3
$386K Sell
2024
Q2
$398K Buy
2024
Q1
$251K Buy
2022
Q3
Sell
2022
Q2
$282K Hold
2022
Q1
$359K Hold
2021
Q4
$415K Hold
2021
Q3
$385K Hold
2021
Q2
$414K Hold
2021
Q1
$408K Buy
2020
Q4
$311K Buy