Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$649K Buy
2025
Q2
$566K Buy
2025
Q1
$264K Sell
2024
Q4
$294K Buy
2024
Q3
$218K Hold
2024
Q2
$208K Buy
2022
Q1
Sell
2021
Q4
$261K Buy
2021
Q3
$252K Buy
2021
Q2
$217K Hold
2021
Q1
$214K Sell
2020
Q4
$226K Buy