Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Buy
2025
Q1
Sell
2024
Q4
$214K Buy
2024
Q3
Sell
2024
Q2
$221K Buy
2023
Q1
Sell
2022
Q4
$539K Sell
2022
Q3
$470K Sell
2022
Q2
$1.85M Buy
2022
Q1
$636K Buy
2021
Q4
Sell
2021
Q3
$827K Sell
2021
Q2
$1.2M Buy
2021
Q1
$944K Buy
2020
Q4
$590K Buy
2020
Q3
$291K Hold
2020
Q2
$308K Sell
2020
Q1
$327K Buy