Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$218K Buy
2024
Q4
Sell
2024
Q3
$640K Buy
2023
Q2
Sell
2023
Q1
$374K Sell
2022
Q4
$515K Buy
2022
Q3
$425K Buy
2022
Q2
$231K Sell
2022
Q1
$1.07M Sell
2021
Q4
$2.31M Buy
2020
Q3
Sell
2020
Q2
$929K Buy
2020
Q1
$328K Buy
2019
Q4
$343K Sell
2019
Q3
$2.4M Buy
2019
Q1
Sell
2018
Q4
$563K Buy