Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$106K Buy
2024
Q1
Sell
2023
Q4
$272K Sell
2023
Q3
$336K Sell
2023
Q2
$308K Sell
2023
Q1
$359K Hold
2022
Q4
$331K Sell
2022
Q3
$280K Buy
2022
Q2
Sell
2022
Q1
$305K Buy
2021
Q4
$241K Sell
2021
Q3
$1.08M Buy
2021
Q2
$961K Sell
2021
Q1
$902K Sell
2020
Q4
$769K Sell
2020
Q3
$2.02M Sell
2020
Q2
$3.06M Buy
2020
Q1
$3.15M Buy
2019
Q4
$4.43M Buy