Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Buy
2025
Q2
Sell
2025
Q1
$127K Sell
2024
Q4
$334K Buy
2023
Q1
Sell
2022
Q4
$476K Buy
2022
Q3
$455K Buy
2022
Q2
$291K Sell
2022
Q1
$1.88M Sell
2021
Q4
$3.22M Buy
2021
Q3
$1.78M Sell
2021
Q2
$1.77M Sell
2021
Q1
$1.44M Buy
2020
Q4
$1.29M Sell
2020
Q3
$725K Sell
2020
Q2
$676K Buy
2020
Q1
$212K Buy
2019
Q4
Sell
2019
Q3
$982K Buy