Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$280K Sell
2025
Q1
$553K Buy
2024
Q4
$561K Sell
2024
Q3
$664K Buy
2024
Q2
$541K Sell
2024
Q1
$491K Sell
2023
Q4
$838K Buy
2023
Q3
$692K Sell
2023
Q2
$671K Buy
2023
Q1
$519K Sell
2022
Q4
$529K Buy
2022
Q3
$395K Buy
2022
Q2
$449K Buy
2022
Q1
$468K Buy
2021
Q4
$500K Hold
2021
Q3
$568K Buy
2019
Q2
Sell
2019
Q1
$95K Buy