Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$532K Sell
2025
Q2
$550K Sell
2025
Q1
$620K Hold
2024
Q4
$518K Sell
2024
Q3
$654K Sell
2024
Q2
$637K Buy
2024
Q1
$498K Hold
2023
Q4
$515K Buy
2019
Q2
Sell
2019
Q1
$130K Buy
2018
Q4
$133K Buy
2018
Q3
$104K Hold
2018
Q2
$92K Hold
2018
Q1
$85K Buy