Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$58.2K Sell
2025
Q1
$73.5K Sell
2024
Q4
$794K Buy
2024
Q3
$500K Sell
2024
Q2
$653K Buy
2024
Q1
$497K Buy
2023
Q4
$423K Buy
2023
Q2
Sell
2023
Q1
$30.5K Buy
2022
Q1
Sell
2021
Q4
$91K Buy
2021
Q1
Sell
2020
Q4
$1.34M Buy
2020
Q1
Sell
2019
Q4
$80K Buy
2015
Q3
Sell
2015
Q2
$74K Buy