Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$538K Sell
2025
Q2
$761K Sell
2025
Q1
$877K Sell
2024
Q4
$1.02M Hold
2024
Q3
$1.23M Hold
2024
Q2
$949K Sell
2024
Q1
$1.11M Sell
2023
Q4
$1.13M Sell
2023
Q3
$1.5M Sell
2023
Q2
$1.76M Sell
2023
Q1
$1.74M Sell
2022
Q4
$1.45M Sell
2022
Q3
$1.36M Buy
2022
Q2
$360K Buy
2022
Q1
$264K Buy
2019
Q4
Sell
2019
Q3
$230K Buy
2018
Q2
Sell
2018
Q1
$210K Buy
2017
Q3
Sell
2017
Q2
$460K Buy