Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Sell
2025
Q2
$462K Buy
2025
Q1
$390K Buy
2024
Q4
$339K Sell
2024
Q3
$488K Sell
2024
Q2
$468K Buy
2024
Q1
$405K Sell
2023
Q4
$801K Buy
2023
Q3
$607K Sell
2023
Q2
$601K Buy
2020
Q2
Sell
2020
Q1
$799K Sell
2019
Q4
$1.06M Hold
2019
Q3
$995K Sell
2019
Q2
$1.23M Buy