Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$542K Buy
2025
Q2
$288K Buy
2023
Q2
Sell
2023
Q1
$149K Hold
2022
Q4
$303K Sell
2022
Q3
$296K Sell
2022
Q2
$456K Buy
2022
Q1
$759K Buy
2021
Q4
$849K Sell
2021
Q3
$848K Buy
2021
Q2
$444K Buy
2021
Q1
$232K Sell
2020
Q4
$224K Hold
2020
Q3
$120K Hold
2020
Q2
$106K Buy