Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$188K Sell
2025
Q1
$208K Buy
2024
Q4
$285K Sell
2024
Q3
$981K Buy
2024
Q2
$1.03M Buy
2024
Q1
$1.18M Buy
2023
Q1
Sell
2022
Q4
$499K Buy
2022
Q3
$342K Buy
2022
Q1
Sell
2021
Q4
$623K Buy
2021
Q3
$676K Buy
2021
Q2
$380K Buy
2019
Q1
Sell
2018
Q4
$1.48M Buy
2018
Q3
$966K Buy