Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$14K Buy
2024
Q3
Sell
2024
Q2
$29K Buy
2023
Q4
Sell
2023
Q3
$165K Buy
2023
Q2
Sell
2023
Q1
$1.33M Buy
2022
Q3
Sell
2022
Q2
$392K Sell
2022
Q1
$792K Buy
2021
Q4
$148K Buy
2020
Q1
Sell
2019
Q4
$492K Sell
2019
Q3
$572K Buy