Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.66M Buy
2025
Q1
$1.42M Sell
2024
Q4
$1.54M Sell
2024
Q3
$1.53M Buy
2024
Q2
$1.18M Buy
2024
Q1
$1.25M Sell
2023
Q4
$1.35M Buy
2023
Q3
$1.09M Sell
2023
Q2
$1.22M Sell
2023
Q1
$1.23M Buy
2022
Q4
$670K Buy
2022
Q3
$592K Sell
2022
Q2
$883K Buy
2022
Q1
$401K Buy
2021
Q3
Sell
2021
Q2
$19K Hold
2021
Q1
$18K Hold
2020
Q4
$20K Buy
2020
Q1
Sell
2019
Q4
$1.46K Buy