Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$178K Buy
2025
Q1
Sell
2024
Q4
$19K Sell
2024
Q3
$230K Buy
2024
Q1
Sell
2023
Q4
$1.91M Buy
2023
Q3
$1.25M Buy
2022
Q4
Sell
2022
Q3
$382K Buy
2022
Q2
Sell
2022
Q1
$693K Buy
2021
Q4
$549K Sell
2021
Q3
$971K Buy
2021
Q2
Sell
2021
Q1
$371K Sell
2020
Q4
$602K Buy