Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$594K Buy
2025
Q2
$599K Buy
2025
Q1
$522K Sell
2024
Q4
$519K Buy
2024
Q3
$312K Sell
2024
Q2
$266K Sell
2024
Q1
$283K Buy
2023
Q4
$282K Buy
2023
Q3
$295K Hold
2023
Q2
$284K Buy
2023
Q1
$277K Buy
2022
Q2
Sell
2022
Q1
$215K Hold
2021
Q4
$244K Buy
2020
Q1
Sell
2019
Q4
$288K Sell
2019
Q3
$332K Buy