Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Buy
2025
Q2
$210K Sell
2025
Q1
$229K Sell
2024
Q4
$335K Buy
2024
Q3
$263K Sell
2024
Q2
$344K Sell
2024
Q1
$568K Sell
2023
Q4
$7.13M Buy
2021
Q3
Sell
2021
Q2
$277K Sell
2021
Q1
$3.83M Sell
2020
Q4
$5.25M Sell
2020
Q3
$5.15M Buy
2020
Q2
$4.51M Buy
2020
Q1
$4.43M Buy
2019
Q4
$3.75M Buy
2019
Q1
Sell
2018
Q4
$203K Buy