Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$301K Sell
2025
Q1
$293K Buy
2024
Q4
$282K Sell
2024
Q3
$263K Buy
2023
Q1
Sell
2022
Q4
$815K Buy
2022
Q3
$678K Sell
2022
Q2
$824K Buy
2022
Q1
$831K Buy
2021
Q4
$984K Sell
2021
Q3
$971K Hold
2021
Q2
$1.11M Sell
2021
Q1
$1.17M Sell
2020
Q4
$1.17M Sell
2020
Q3
$1.15M Buy
2020
Q2
$1.11M Sell
2020
Q1
$965K Buy
2019
Q4
$1.23M Buy
2019
Q3
$1.13M Buy
2019
Q2
$1.15M Buy