Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Hold
2025
Q2
$264K Sell
2025
Q1
$251K Buy
2023
Q4
Sell
2023
Q3
$538K Sell
2023
Q2
$882K Buy
2023
Q1
$664K Buy
2022
Q1
Sell
2021
Q4
$239K Sell
2021
Q3
$742K Buy
2021
Q2
$624K Sell
2021
Q1
$599K Buy
2020
Q4
$530K Buy
2020
Q3
$498K Sell
2020
Q2
$543K Sell
2020
Q1
$631K Buy
2019
Q4
$539K Buy