Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$273K Sell
2025
Q1
$386K Sell
2024
Q4
$397K Buy
2024
Q3
$334K Sell
2024
Q2
$310K Sell
2024
Q1
$321K Sell
2023
Q4
$304K Sell
2023
Q3
$282K Sell
2023
Q2
$329K Sell
2023
Q1
$370K Buy
2022
Q4
$367K Buy
2022
Q3
$279K Buy
2022
Q2
$242K Buy
2022
Q1
$252K Hold
2021
Q4
$252K Buy
2021
Q3
$211K Buy
2020
Q1
Sell
2019
Q4
$210K Buy