Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$301K Buy
2024
Q2
Sell
2024
Q1
$226K Buy
2023
Q4
$229K Sell
2023
Q3
$217K Buy
2023
Q2
$210K Buy
2022
Q4
Sell
2022
Q3
$194K Buy
2022
Q2
Sell
2022
Q1
$795K Buy
2021
Q4
$654K Sell
2021
Q3
$1.09M Hold
2021
Q2
$1.09M Buy
2021
Q1
$821K Buy
2020
Q4
Sell
2020
Q3
$616K Buy