Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$761K Buy
2025
Q2
$381K Buy
2025
Q1
$303K Buy
2024
Q4
$392K Buy
2024
Q1
Sell
2023
Q4
$330K Hold
2023
Q3
$333K Hold
2023
Q2
$348K Sell
2023
Q1
$278K Sell
2022
Q4
$249K Buy
2022
Q3
$507K Sell
2022
Q2
$469K Sell
2022
Q1
$756K Buy
2021
Q4
$578K Sell
2021
Q3
$763K Hold
2021
Q2
$669K Sell
2021
Q1
$1.02M Buy
2020
Q4
$1.05M Sell
2020
Q3
$706K Buy
2020
Q2
$275K Buy