Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$338K Hold
2025
Q2
$277K Hold
2025
Q1
$252K Hold
2024
Q4
$230K Hold
2024
Q3
$242K Buy
2023
Q1
Sell
2022
Q4
$405K Sell
2022
Q3
$384K Hold
2022
Q2
$434K Sell
2022
Q1
$1.36M Sell
2021
Q4
$1.6M Sell
2021
Q3
$2.27M Sell
2021
Q2
$2.9M Sell
2021
Q1
$2.55M Buy
2020
Q4
$1.68M Buy
2020
Q3
$1.38M Buy
2020
Q2
$1.17M Sell
2020
Q1
$699K Sell
2019
Q4
$851K Buy
2019
Q3
$891K Buy