Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Hold
2025
Q2
$283K Buy
2025
Q1
$206K Hold
2024
Q4
$245K Hold
2024
Q3
$215K Sell
2024
Q2
$554K Buy
2022
Q4
Sell
2022
Q3
$757K Hold
2022
Q2
$902K Hold
2022
Q1
$1.15M Sell
2021
Q4
$2.32M Hold
2021
Q3
$2.15M Hold
2021
Q2
$2.31M Hold
2021
Q1
$2.28M Sell
2020
Q4
$2.31M Hold
2020
Q3
$1.72M Sell
2020
Q2
$1.38M Hold
2020
Q1
$1.16M Sell
2019
Q4
$1.5M Hold
2019
Q3
$1.2M Hold
2019
Q2
$1.01M Hold
2019
Q1
$1.06M Buy