Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Sell
2025
Q2
$396K Sell
2025
Q1
$555K Buy
2024
Q4
$441K Sell
2024
Q3
$381K Buy
2024
Q2
$436K Buy
2024
Q1
$613K Buy
2023
Q4
$579K Buy
2021
Q3
Sell
2021
Q2
$462K Sell
2021
Q1
$746K Sell
2020
Q4
$983K Sell
2020
Q3
$1.11M Sell
2020
Q2
$1.12M Sell
2020
Q1
$1.16M Buy
2019
Q4
$949K Buy
2019
Q3
$750K Buy