Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$883K Buy
2025
Q2
$895K Hold
2025
Q1
$930K Hold
2024
Q4
$832K Hold
2024
Q3
$772K Buy
2024
Q2
$707K Sell
2024
Q1
$709K Hold
2023
Q4
$626K Sell
2023
Q3
$653K Buy
2019
Q2
Sell
2019
Q1
$301K Buy
2018
Q4
Sell
2018
Q3
$203K Buy