Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Buy
2025
Q2
$199K Buy
2025
Q1
$118K Hold
2024
Q4
$185K Buy
2024
Q1
Sell
2023
Q4
$906K Sell
2023
Q3
$2.32M Buy
2023
Q2
Sell
2023
Q1
$58.3K Buy
2022
Q4
$14.8K Sell
2022
Q3
$62K Hold
2022
Q2
$52K Sell
2022
Q1
$990K Buy
2021
Q4
$906K Buy
2021
Q3
$222K Sell
2021
Q2
$200K Buy
2021
Q1
$17K Sell
2020
Q4
$580K Buy