Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.09M Hold
2025
Q2
$1.07M Hold
2025
Q1
$1.03M Hold
2024
Q4
$904K Hold
2024
Q3
$957K Hold
2024
Q2
$715K Sell
2024
Q1
$742K Buy
2023
Q4
$328K Buy
2021
Q2
Sell
2021
Q1
$578K Hold
2020
Q4
$524K Hold
2020
Q3
$481K Sell
2020
Q2
$471K Hold
2020
Q1
$412K Buy
2019
Q4
$529K Hold
2019
Q3
$493K Hold
2019
Q2
$520K Buy