Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$239K Sell
2024
Q3
$227K Buy
2022
Q2
Sell
2022
Q1
$304K Sell
2021
Q4
$699K Sell
2021
Q3
$1.42M Buy
2021
Q2
$572K Sell
2021
Q1
$1.19M Sell
2020
Q4
$1.5M Buy
2020
Q3
$967K Buy
2020
Q2
$724K Buy