Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$210K Buy
2025
Q1
Sell
2024
Q4
$237K Buy
2023
Q3
Sell
2023
Q2
$241K Sell
2023
Q1
$1.03M Buy
2022
Q4
$760K Buy
2022
Q3
$450K Buy
2022
Q2
Sell
2022
Q1
$246K Sell
2021
Q4
$116K Buy
2020
Q1
Sell
2019
Q4
$1.48M Buy
2019
Q3
Sell
2019
Q2
$1.43M Buy