Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$497K Sell
2025
Q2
$565K Sell
2025
Q1
$573K Sell
2024
Q4
$566K Buy
2024
Q3
$508K Buy
2024
Q2
$379K Buy
2024
Q1
$353K Buy
2021
Q1
Sell
2020
Q4
$103K Sell
2020
Q3
$84K Hold
2020
Q2
$89K Sell
2020
Q1
$82K Buy
2019
Q4
$95K Buy