Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$295K Hold
2024
Q3
$274K Buy
2024
Q2
$248K Buy
2023
Q4
Sell
2023
Q3
$130K Buy
2023
Q2
$147K Sell
2023
Q1
$658K Sell
2022
Q4
$520K Sell
2022
Q3
$559K Buy
2022
Q2
$551K Sell
2022
Q1
$873K Sell
2021
Q4
$1.06M Sell
2021
Q3
$1.02M Sell
2021
Q2
$1.47M Sell
2021
Q1
$1.48M Sell
2020
Q4
$1.73M Sell
2020
Q3
$1.56M Buy
2020
Q2
$1.23M Sell
2020
Q1
$857K Buy
2019
Q4
$960K Buy