Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Sell
2025
Q2
$1.34M Buy
2025
Q1
$950K Buy
2024
Q4
$273K Buy
2024
Q2
Sell
2024
Q1
$202K Buy
2023
Q3
Sell
2023
Q2
$243K Buy
2022
Q3
Hold
2022
Q2
Hold
2020
Q2
Sell
2020
Q1
$2.12M Sell
2019
Q4
$6.32M Sell
2019
Q3
$5.91M Sell
2019
Q2
$13.4M Sell
2019
Q1
$9.06M Sell
2018
Q4
$7.44M Sell
2018
Q3
$11.9M Sell
2018
Q2
$15.7M Buy
2018
Q1
$13.5M Buy