Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Buy
2024
Q4
Sell
2024
Q3
$348K Sell
2024
Q2
$1.24M Buy
2024
Q1
$1.44M Buy
2023
Q4
$372K Sell
2023
Q3
$578K Sell
2023
Q2
$662K Sell
2023
Q1
$705K Buy
2022
Q4
$301K Sell
2022
Q3
$433K Sell
2022
Q2
$469K Buy
2022
Q1
$631K Buy
2018
Q2
Sell
2018
Q1
$1.65M Sell
2017
Q4
$1.82M Buy
2017
Q3
$1.88M Buy
2017
Q2
$602K Sell
2017
Q1
$1.54M Buy