Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$200K Sell
2024
Q3
$321K Hold
2024
Q2
$301K Sell
2024
Q1
$747K Hold
2023
Q4
$755K Sell
2023
Q3
$949K Sell
2023
Q2
$896K Sell
2023
Q1
$862K Sell
2022
Q4
$839K Buy
2022
Q3
$674K Hold
2022
Q2
$902K Buy
2022
Q1
$958K Buy
2021
Q4
$707K Sell
2021
Q3
$861K Hold
2021
Q2
$877K Hold
2021
Q1
$833K Sell
2020
Q4
$841K Buy
2020
Q3
$719K Buy
2018
Q1
Sell
2017
Q4
$1.28M Buy