Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$275K Buy
2023
Q3
Sell
2023
Q2
$205K Sell
2023
Q1
$282K Buy
2022
Q4
$240K Buy
2022
Q3
$200K Hold
2022
Q2
$284K Sell
2022
Q1
$449K Sell
2021
Q4
$502K Buy
2021
Q3
$617K Sell
2021
Q2
$1.16M Buy
2021
Q1
$1.02M Buy
2020
Q4
$861K Sell
2020
Q3
$1.16M Sell
2020
Q2
$850K Buy
2020
Q1
$734K Sell
2019
Q4
$1.06M Buy
2019
Q3
$800K Buy