Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Hold
2025
Q2
$384K Hold
2025
Q1
$384K Hold
2024
Q4
$445K Sell
2024
Q3
$618K Hold
2024
Q2
$618K Buy
2024
Q1
$505K Buy
2020
Q4
Sell
2020
Q3
$495K Sell
2020
Q2
$440K Buy
2020
Q1
$321K Hold
2019
Q4
$333K Buy
2019
Q3
$276K Hold
2019
Q2
$295K Buy