Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$808K Buy
2024
Q3
Sell
2024
Q2
$21K Buy
2023
Q3
Sell
2023
Q2
$72.8K Sell
2023
Q1
$99.4K Buy
2022
Q4
$134K Buy
2022
Q3
Sell
2022
Q2
$248K Sell
2022
Q1
$908K Buy
2021
Q4
$632K Buy
2021
Q3
$150K Sell
2021
Q2
$922K Buy
2021
Q1
Sell
2020
Q4
$127K Sell
2020
Q3
$281K Buy