Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Sell
2025
Q2
$246K Buy
2025
Q1
Sell
2024
Q4
$272K Sell
2024
Q3
$282K Buy
2024
Q2
Sell
2024
Q1
$587K Buy
2023
Q4
$205K Buy
2021
Q1
Sell
2020
Q4
$213K Buy
2020
Q2
Sell
2020
Q1
$263K Sell
2019
Q4
$844K Sell
2019
Q3
$907K Sell
2019
Q2
$867K Sell
2019
Q1
$1.23M Buy
2018
Q4
$1.05M Buy
2018
Q3
$485K Buy