Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Buy
2025
Q1
Sell
2024
Q4
$207K Buy
2023
Q2
Sell
2023
Q1
$488K Buy
2022
Q4
$442K Sell
2022
Q3
$478 Sell
2022
Q2
$1.51M Sell
2022
Q1
$1.99M Sell
2021
Q4
$2.83M Buy
2021
Q3
$2.61M Sell
2021
Q2
$2.35M Buy
2021
Q1
$1.4M Buy
2020
Q4
$685K Buy
2019
Q1
Sell
2018
Q4
$17K Buy
2018
Q1
$356K Sell
2017
Q4
$427K Buy