Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Buy
2025
Q2
$252K Sell
2025
Q1
$238K Sell
2024
Q4
$217K Buy
2024
Q3
$212K Buy
2023
Q1
Sell
2022
Q4
$210K Buy
2022
Q3
Sell
2022
Q2
$421K Sell
2022
Q1
$679K Buy
2021
Q4
$610K Sell
2021
Q3
$654K Sell
2021
Q2
$1.25M Sell
2021
Q1
$1.16M Sell
2020
Q4
$1.14M Buy
2020
Q3
$314K Sell
2020
Q2
$363K Buy