Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$465K Hold
2025
Q2
$459K Hold
2025
Q1
$456K Sell
2024
Q4
$628K Sell
2024
Q3
$1.11M Buy
2024
Q2
$956K Hold
2024
Q1
$1.01M Hold
2023
Q4
$895K Hold
2023
Q3
$811K Buy
2023
Q1
Sell
2022
Q4
$397K Buy
2021
Q1
Sell
2020
Q4
$332K Sell
2020
Q3
$542K Sell
2020
Q2
$636K Sell
2020
Q1
$632K Sell
2019
Q4
$2.06M Hold
2019
Q3
$1.87M Buy
2019
Q2
$1.29M Hold
2019
Q1
$1.13M Buy