Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$138K Sell
2025
Q2
$410K Sell
2025
Q1
$538K Buy
2024
Q4
$551K Sell
2024
Q3
$559K Sell
2024
Q2
$584K Buy
2023
Q3
Sell
2023
Q2
$800K Buy
2023
Q1
$541K Buy
2022
Q4
$537K Buy
2022
Q3
$414K Buy
2022
Q2
Hold
2022
Q1
Hold
2021
Q1
Hold
2020
Q4
Sell
2020
Q3
$130K Buy