Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$341K Buy
2024
Q4
$283K Buy
2024
Q3
$213K Buy
2023
Q2
Sell
2023
Q1
$217K Sell
2022
Q4
$339K Sell
2022
Q3
$380K Buy
2022
Q2
$438K Buy
2022
Q1
$485K Sell
2021
Q4
$648K Sell
2021
Q3
$922K Buy
2021
Q2
$985K Sell
2021
Q1
$1.07M Buy
2020
Q4
$959K Buy
2020
Q3
$742K Sell
2020
Q2
$829K Buy
2020
Q1
$547K Buy
2019
Q4
$698K Buy