Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
2024
Q4
Sell
2024
Q3
$455K Sell
2024
Q2
$688K Buy
2024
Q1
$527K Buy
2022
Q3
Sell
2022
Q2
$351K Sell
2022
Q1
$592K Sell
2021
Q4
$725K Sell
2021
Q3
$4M Sell
2021
Q2
$4.33M Buy
2021
Q1
$2.68M Buy
2020
Q2
Sell
2020
Q1
$611K Buy
2019
Q4
$322K Buy