Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$313K Sell
2025
Q2
$349K Hold
2025
Q1
$306K Hold
2024
Q4
$401K Hold
2024
Q3
$366K Hold
2024
Q2
$272K Hold
2024
Q1
$315K Sell
2023
Q4
$524K Sell
2023
Q3
$702K Sell
2023
Q2
$1.56M Buy
2023
Q1
$1.53M Buy
2022
Q4
$602K Sell
2022
Q3
$1.42M Buy
2022
Q2
$85K Buy
2022
Q1
$83K Sell
2021
Q4
$388K Buy
2021
Q3
$381K Buy
2021
Q2
$291K Hold
2021
Q1
$243K Buy
2020
Q4
$187K Buy