Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$196K Buy
2025
Q2
$176K Buy
2025
Q1
$190K Buy
2024
Q3
Sell
2024
Q2
$489K Buy
2024
Q1
$528K Buy
2023
Q4
$407K Buy
2023
Q3
$376K Sell
2023
Q2
$781K Sell
2023
Q1
$776K Buy
2022
Q4
$482K Buy
2022
Q3
$672K Buy
2022
Q2
$432K Sell
2022
Q1
$1.08M Buy
2021
Q4
$1.44M Buy
2021
Q3
$1.79M Sell
2021
Q2
$1.59M Buy
2021
Q1
$572K Buy
2020
Q4
$344K Buy