Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Buy
2022
Q4
Sell
2022
Q3
$121K Hold
2022
Q2
$128K Sell
2022
Q1
$439K Hold
2021
Q4
$516K Sell
2021
Q3
$421K Sell
2021
Q2
$473K Hold
2021
Q1
$482K Sell
2020
Q4
$506K Sell
2020
Q3
$3.25M Sell
2020
Q2
$4.69M Sell
2020
Q1
$3.52M Sell
2019
Q4
$4.39M Buy
2019
Q3
$3.51M Buy
2019
Q2
$1.28M Buy
2019
Q1
Sell
2018
Q4
$1.22M Sell
2018
Q3
$2.23M Buy
2018
Q2
$157K Sell
2018
Q1
$2.14M Buy
2017
Q4
$1.8M Buy