Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$53.8K Buy
2024
Q4
Sell
2024
Q3
$131K Sell
2024
Q2
$280K Sell
2024
Q1
$338K Buy
2023
Q4
$193K Buy
2023
Q1
Sell
2022
Q4
$215K Buy
2021
Q4
Sell
2021
Q3
$305K Sell
2021
Q2
$487K Sell
2021
Q1
$638K Buy
2020
Q4
Sell
2020
Q3
$530K Buy
2019
Q4
Sell
2019
Q3
$382K Buy
2017
Q1
Sell
2016
Q4
$204K Buy