Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$425K Buy
2024
Q3
Sell
2024
Q2
$345K Sell
2024
Q1
$397K Sell
2023
Q4
$421K Buy
2023
Q3
Sell
2023
Q2
$763K Hold
2023
Q1
$801K Hold
2022
Q4
$914K Sell
2022
Q3
$986K Buy
2022
Q2
$980K Sell
2022
Q1
$1.31M Hold
2021
Q4
$1.57M Hold
2021
Q3
$1.57M Hold
2021
Q2
$1.75M Hold
2021
Q1
$1.7M Sell
2020
Q4
$1.62M Buy
2020
Q3
$1.45M Buy