Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$685K Sell
2025
Q1
$677K Hold
2024
Q4
$718K Hold
2024
Q3
$698K Buy
2024
Q2
$371K Buy
2022
Q1
Sell
2021
Q4
$341K Hold
2021
Q3
$339K Hold
2021
Q2
$297K Sell
2021
Q1
$263K Sell
2020
Q4
$458K Buy