Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$250K Buy
2024
Q3
$350K Sell
2024
Q2
$1.26M Buy
2024
Q1
Sell
2023
Q4
$522K Sell
2023
Q3
$787K Buy
2023
Q2
$395K Buy
2023
Q1
$363K Buy
2022
Q4
Sell
2022
Q3
$299K Buy
2019
Q4
Sell
2019
Q3
$264K Buy
2019
Q2
Sell
2019
Q1
$443K Sell
2018
Q4
$1M Buy
2018
Q3
$1.1M Buy