Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Buy
2025
Q2
$385K Buy
2025
Q1
$268K Buy
2024
Q4
Sell
2024
Q3
$218K Buy
2022
Q1
Sell
2021
Q4
$1.35M Buy
2021
Q3
$1.22M Buy
2021
Q2
$1.18M Buy
2021
Q1
$1.05M Buy
2020
Q2
Sell
2020
Q1
$406K Buy
2019
Q4
$486K Buy
2019
Q3
$373K Buy
2019
Q2
$331K Sell
2019
Q1
$431K Sell
2018
Q4
$455K Buy