Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$678K Hold
2025
Q2
$665K Buy
2025
Q1
$641K Sell
2024
Q4
$595K Sell
2024
Q3
$631K Sell
2024
Q2
$475K Buy
2024
Q1
$321K Buy
2021
Q4
Sell
2021
Q3
$99K Hold
2021
Q2
$112K Buy
2021
Q1
$99K Sell
2020
Q4
$97K Buy