Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$208K Buy
2024
Q1
Sell
2023
Q4
$224K Buy
2023
Q2
Sell
2023
Q1
$569K Buy
2022
Q4
$349K Sell
2022
Q3
$492K Buy
2022
Q2
$422K Buy
2022
Q1
$399K Sell
2021
Q4
$932K Sell
2021
Q3
$1.3M Buy
2021
Q2
$1.55M Sell
2021
Q1
$1.23M Buy
2020
Q4
$1.18M Sell
2020
Q3
$832K Hold
2020
Q2
$514K Buy
2020
Q1
$203K Buy
2019
Q4
$308K Buy