Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$24.5K Buy
2023
Q2
Sell
2023
Q1
$17K Sell
2022
Q4
$146K Buy
2022
Q3
$28K Sell
2022
Q2
$80K Sell
2022
Q1
$385K Sell
2021
Q4
$1.26M Buy
2021
Q3
$329K Sell
2021
Q2
$2.19M Buy
2021
Q1
$1.48M Buy
2020
Q4
$503K Buy
2020
Q3
$57K Buy
2018
Q3
Sell
2018
Q2
$50K Buy
2013
Q4
Sell
2013
Q3
$280K Buy