Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
2025
Q2
Sell
2025
Q1
$459K Hold
2024
Q4
$459K Sell
2024
Q3
$535K Sell
2024
Q2
$624K Sell
2024
Q1
$693K Sell
2023
Q4
$744K Sell
2023
Q3
$1.05M Sell
2023
Q2
$964K Sell
2023
Q1
$1.12M Buy
2022
Q4
Sell
2022
Q3
$283K Buy
2020
Q1
Sell
2019
Q4
$200K Sell
2019
Q3
$315K Sell
2019
Q2
$505K Buy
2019
Q1
$363K Buy
2018
Q4
$288K Buy