Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$643K Hold
2025
Q2
$692K Sell
2025
Q1
$703K Hold
2024
Q4
$727K Sell
2024
Q3
$721K Hold
2024
Q2
$650K Sell
2024
Q1
$646K Hold
2023
Q4
$629K Sell
2023
Q3
$644K Hold
2023
Q2
$720K Buy
2023
Q1
$525K Buy
2022
Q4
$229K Buy
2018
Q3
Sell
2018
Q2
$106K Buy