Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$61.1K Buy
2025
Q1
Sell
2024
Q4
$37.9K Sell
2024
Q3
$148K Buy
2022
Q3
Sell
2022
Q2
$215K Sell
2022
Q1
$435K Buy
2021
Q4
$456K Buy
2020
Q3
Sell
2020
Q2
$2.23M Buy
2019
Q3
Sell
2019
Q2
$1.82M Buy
2017
Q4
Sell
2017
Q3
$458K Sell
2017
Q2
$474K Buy