Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$832K Sell
2025
Q2
$693K Hold
2025
Q1
$674K Buy
2024
Q4
$721K Sell
2024
Q3
$1.6M Buy
2024
Q2
$797K Hold
2024
Q1
$780K Sell
2023
Q4
$1.05M Hold
2023
Q3
$932K Buy
2023
Q2
$672K Buy
2023
Q1
$313K Buy
2020
Q2
Sell
2020
Q1
$290K Sell
2019
Q4
$411K Buy