Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Hold
2025
Q2
$318K Buy
2025
Q1
$261K Hold
2024
Q4
$231K Hold
2024
Q3
$232K Sell
2024
Q2
$211K Hold
2024
Q1
$210K Buy
2022
Q3
Sell
2022
Q2
$200K Sell
2022
Q1
$2.6M Sell
2021
Q4
$3.84M Buy
2021
Q3
$2.26M Sell
2021
Q2
$2.49M Sell
2021
Q1
$2.32M Buy
2020
Q4
$1.83M Buy