Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$750K Sell
2025
Q2
$638K Sell
2025
Q1
$371K Hold
2024
Q4
$500K Sell
2024
Q3
$559K Buy
2024
Q2
$516K Buy
2024
Q1
$11K Buy
2021
Q4
Sell
2021
Q3
$62K Sell
2021
Q2
$177K Sell
2021
Q1
$524K Hold
2020
Q4
$528K Buy
2020
Q3
$368K Buy
2020
Q2
$213K Buy
2018
Q4
Hold
2018
Q3
Sell
2018
Q2
$66K Buy