Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$523K Buy
2025
Q2
$286K Buy
2025
Q1
$211K Buy
2024
Q4
$279K Buy
2024
Q2
Sell
2024
Q1
$78.4K Buy
2023
Q4
$108K Buy
2023
Q3
$72.1K Buy
2023
Q2
$66.2K Buy
2021
Q2
Sell
2021
Q1
$70K Buy
2020
Q4
$67K Hold
2020
Q3
$41K Hold
2020
Q2
$21K Sell
2020
Q1
$19K Hold
2019
Q4
$15K Buy