Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$303K Buy
2025
Q3
$218K Buy
2024
Q1
Sell
2023
Q4
$215K Buy
2023
Q3
Sell
2023
Q2
$291K Buy
2023
Q1
$282K Sell
2022
Q4
$1.37M Sell
2022
Q3
$969K Sell
2022
Q2
$1.25M Sell
2022
Q1
$988K Sell
2021
Q4
$1.47M Sell
2021
Q3
$2.02M Buy
2021
Q2
$1.96M Buy
2021
Q1
$2.01M Sell
2020
Q4
$2.33M Buy
2020
Q3
$1.51M Buy
2020
Q2
$1.58M Buy
2020
Q1
$820K Buy