Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$546K Hold
2025
Q2
$526K Sell
2025
Q1
$501K Hold
2024
Q4
$534K Sell
2024
Q3
$546K Buy
2024
Q2
$442K Buy
2024
Q1
$35K Buy
2021
Q2
Sell
2021
Q1
$650K Buy
2020
Q4
$471K Buy
2020
Q3
$196K Buy
2018
Q4
Hold
2018
Q3
Sell
2018
Q2
$74K Buy