Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Buy
2024
Q4
Sell
2024
Q3
$455K Sell
2024
Q2
$761K Buy
2024
Q1
$1.05M Sell
2023
Q4
$1.24M Sell
2023
Q3
$908K Sell
2023
Q2
$1.17M Hold
2023
Q1
$1.17M Sell
2022
Q4
$957K Buy
2022
Q3
$840K Sell
2022
Q2
$1.24M Buy
2022
Q1
$1.63M Sell
2021
Q4
$1.75M Buy
2021
Q3
$1.69M Buy
2021
Q2
$1.77M Buy
2021
Q1
$1.97M Sell
2020
Q4
$1.56M Buy
2020
Q3
$1.52M Buy
2020
Q2
$1.7M Buy
2020
Q1
$1.43M Buy