Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$318K Buy
2023
Q3
Sell
2023
Q2
$294K Sell
2023
Q1
$1.36M Buy
2022
Q4
$1.09M Buy
2022
Q3
$987K Sell
2022
Q2
$2.8M Buy
2022
Q1
$842K Buy
2021
Q4
$808K Sell
2021
Q3
$995K Sell
2021
Q2
$1.18M Buy
2021
Q1
$1.07M Sell
2020
Q4
$878K Sell
2020
Q3
$1.96M Buy
2020
Q2
$2.12M Sell
2020
Q1
$2.99M Buy
2019
Q4
$3.75M Buy