Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$240K Buy
2024
Q1
Sell
2023
Q4
$476K Buy
2023
Q3
$425K Buy
2023
Q2
$402K Sell
2023
Q1
$434K Sell
2022
Q4
$547K Sell
2022
Q3
$611K Buy
2022
Q2
$627K Sell
2022
Q1
$1.11M Sell
2021
Q4
$2.71M Sell
2021
Q3
$2.57M Buy
2021
Q2
$2.29M Sell
2021
Q1
$2.52M Sell
2020
Q4
$2.36M Buy
2020
Q3
$1.85M Buy
2020
Q2
$2.16M Buy
2020
Q1
$1.59M Buy
2019
Q4
$1.59M Buy