Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$175K Buy
2025
Q2
$152K Buy
2024
Q4
Sell
2024
Q3
$89K Buy
2024
Q1
Sell
2023
Q4
$58.1K Buy
2020
Q4
Sell
2020
Q3
$513K Sell
2020
Q2
$1.04M Buy
2020
Q1
$834K Buy
2019
Q4
$1.27M Buy
2019
Q3
$1.11M Sell
2019
Q2
$1.06M Buy
2019
Q1
$1.03M Sell
2018
Q4
$875K Buy