Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Sell
2025
Q2
$528K Sell
2025
Q1
$1.94M Sell
2024
Q4
$2.84M Buy
2022
Q2
Sell
2022
Q1
$1.47M Buy
2021
Q4
$987K Buy
2021
Q3
$605K Sell
2021
Q2
$665K Buy
2021
Q1
$636K Buy
2020
Q4
$504K Sell
2020
Q3
$429K Buy
2020
Q2
$345K Buy
2020
Q1
Sell
2019
Q4
$312K Buy
2019
Q3
$248K Buy