Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$54K Buy
2021
Q4
Sell
2021
Q3
$215K Sell
2021
Q2
$443K Sell
2021
Q1
$571K Buy
2020
Q4
$478K Sell
2020
Q3
$1.05M Buy
2020
Q2
$590K Sell
2020
Q1
$516K Sell
2019
Q4
$899K Buy
2019
Q3
$1.1M Buy
2019
Q2
$1.09M Sell
2019
Q1
$920K Buy
2018
Q4
$403K Sell
2018
Q3
$928K Buy
2018
Q2
$499K Buy
2018
Q1
$270K Buy