Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$564K Buy
2024
Q1
Sell
2023
Q4
$190K Sell
2023
Q3
$198K Buy
2022
Q3
Sell
2022
Q2
$146K Hold
2022
Q1
$165K Hold
2021
Q4
$242K Sell
2021
Q3
$1.35M Sell
2021
Q2
$2.32M Buy
2021
Q1
$1.66M Sell
2020
Q4
$1.32M Sell
2020
Q3
$699K Buy
2020
Q2
$490K Buy
2019
Q1
Sell
2018
Q4
$61K Buy