Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$779K Buy
2024
Q3
$110K Buy
2023
Q4
Sell
2023
Q3
$102K Hold
2023
Q2
$136K Hold
2023
Q1
$169K Buy
2022
Q4
Sell
2022
Q3
$297K Buy
2022
Q2
$363K Sell
2022
Q1
$724K Buy
2021
Q4
$246K Sell
2021
Q3
$840K Buy
2020
Q4
Sell
2020
Q3
$609K Buy
2020
Q2
$39K Buy