Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$140K Buy
2025
Q1
Sell
2024
Q4
$204K Sell
2024
Q3
$223K Buy
2024
Q2
Sell
2024
Q1
$1.23M Buy
2023
Q4
$270K Sell
2023
Q3
$846K Buy
2022
Q2
Sell
2022
Q1
$44K Buy
2021
Q4
$41K Sell
2021
Q3
$114K Sell
2021
Q2
$141K Buy
2021
Q1
$124K Sell
2020
Q4
$121K Sell
2020
Q3
$125K Sell
2020
Q2
$128K Buy
2020
Q1
$16K Sell
2019
Q4
$25K Buy