Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$257K Buy
2024
Q1
Sell
2023
Q4
$505K Buy
2023
Q3
$222K Sell
2023
Q2
$1.91M Sell
2023
Q1
$1.98M Buy
2022
Q4
Sell
2022
Q3
$208K Hold
2022
Q2
$238K Hold
2022
Q1
$282K Sell
2021
Q4
$321K Sell
2021
Q3
$913K Sell
2021
Q2
$866K Hold
2021
Q1
$781K Sell
2020
Q4
$722K Sell
2020
Q3
$705K Sell
2020
Q2
$682K Sell
2020
Q1
$1.19M Sell
2019
Q4
$1.38M Buy