Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$42K Hold
2025
Q1
$46.7K Buy
2024
Q1
Sell
2023
Q4
$91.5K Sell
2023
Q3
$92K Hold
2023
Q2
$98.7K Sell
2023
Q1
$107K Buy
2022
Q3
Sell
2022
Q2
$216K Buy
2022
Q1
Sell
2021
Q4
$220K Sell
2021
Q3
$2.89M Buy
2021
Q2
$3.54M Buy
2021
Q1
$1.01M Buy
2020
Q4
$268K Buy