Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Hold
2025
Q2
$453K Hold
2025
Q1
$484K Sell
2024
Q4
$1.15M Sell
2024
Q3
$1.15M Buy
2024
Q2
$876K Buy
2024
Q1
$982K Sell
2023
Q4
$970K Buy
2023
Q3
$202K Hold
2023
Q2
$215K Sell
2023
Q1
$595K Sell
2022
Q4
$1.12M Sell
2022
Q3
$1.66M Sell
2022
Q2
$3.39M Buy
2022
Q1
$3.76M Buy
2021
Q4
$5.48M Buy
2021
Q3
$2.65M Buy
2021
Q2
$1.46M Sell
2021
Q1
$2.55M Sell
2020
Q4
$2.74M Sell
2020
Q3
$3.93M Sell
2020
Q2
$3.72M Sell
2020
Q1
$3.34M Buy
2019
Q4
$1.96M Buy