Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Buy
2025
Q1
Sell
2024
Q4
$553K Sell
2024
Q3
$1.55M Sell
2024
Q2
$2.54M Buy
2024
Q1
$1.2M Buy
2023
Q4
$273K Sell
2023
Q3
$607K Buy
2023
Q2
$283K Sell
2023
Q1
$413K Sell
2022
Q4
$746K Buy
2022
Q3
$338K Buy
2020
Q1
Sell
2019
Q4
$264K Sell
2019
Q3
$588K Buy
2019
Q2
$157K Buy
2019
Q1
$125K Buy