Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Buy
2023
Q4
Sell
2023
Q3
$307K Sell
2023
Q2
$298K Sell
2023
Q1
$406K Sell
2022
Q4
$359K Buy
2022
Q3
$278K Sell
2022
Q2
$519K Sell
2022
Q1
$593K Sell
2021
Q4
$701K Sell
2021
Q3
$1.44M Sell
2021
Q2
$2.5M Buy
2021
Q1
$2.23M Sell
2020
Q4
$2.33M Buy
2020
Q3
$2.77M Sell
2020
Q2
$2.28M Sell
2020
Q1
$2.13M Sell
2019
Q4
$2.33M Buy