Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$474K Buy
2025
Q2
$377K Sell
2025
Q1
$1.11M Buy
2024
Q4
$581K Buy
2024
Q3
$245K Sell
2024
Q2
$501K Sell
2024
Q1
$1.16M Buy
2023
Q4
$798K Buy
2023
Q3
$256K Buy
2022
Q1
Sell
2021
Q4
$360K Buy
2020
Q1
Sell
2019
Q4
$853K Buy
2019
Q3
$517K Buy
2019
Q2
$71K Buy