Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$902K Buy
2023
Q3
Sell
2023
Q2
$245K Sell
2023
Q1
$231K Buy
2022
Q4
$218K Buy
2022
Q3
Sell
2022
Q2
$223K Sell
2022
Q1
$491K Sell
2021
Q4
$604K Sell
2021
Q3
$648K Buy
2021
Q2
$503K Buy
2021
Q1
$404K Hold
2020
Q4
$415K Buy
2020
Q3
$372K Buy
2020
Q2
$288K Sell
2020
Q1
$209K Sell
2019
Q4
$202K Buy