Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$445K Buy
2025
Q2
$338K Sell
2025
Q1
$319K Sell
2024
Q4
$343K Sell
2024
Q3
$442K Buy
2024
Q2
$301K Buy
2024
Q1
$285K Buy
2022
Q2
Sell
2022
Q1
$989K Sell
2021
Q4
$2.03M Buy
2021
Q3
$1.5M Buy
2020
Q4
Sell
2020
Q3
$2.37M Buy
2020
Q2
$2.18M Buy