Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$735K Sell
2025
Q2
$791K Buy
2025
Q1
Sell
2024
Q4
$345K Hold
2024
Q3
$358K Buy
2023
Q4
Sell
2023
Q3
$848K Buy
2022
Q4
Sell
2022
Q3
$761K Buy
2022
Q2
$540K Buy
2022
Q1
$354K Buy
2021
Q4
$200K Buy
2020
Q4
Sell
2020
Q3
$607K Buy
2020
Q1
Sell
2019
Q4
$1.67M Buy
2019
Q3
$282K Buy
2019
Q2
$264K Buy