Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Buy
2022
Q4
Sell
2022
Q3
$288K Sell
2022
Q2
$1.63M Sell
2022
Q1
$1.98M Sell
2021
Q4
$3.22M Sell
2021
Q3
$3.31M Sell
2021
Q2
$3.83M Buy
2021
Q1
$3.62M Buy
2020
Q4
$1.7M Sell
2020
Q3
$1.63M Buy
2020
Q2
$1.48M Buy
2020
Q1
$1.13M Buy
2019
Q4
$1.34M Buy
2019
Q3
$1.06M Buy
2019
Q2
$1.14M Buy
2019
Q1
$960K Sell
2018
Q4
$1.19M Buy