Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Hold
2025
Q2
$199K Buy
2025
Q1
$237K Sell
2024
Q4
$356K Sell
2024
Q3
$507K Buy
2023
Q1
Sell
2022
Q4
$233K Hold
2022
Q3
$203K Hold
2022
Q2
$238K Sell
2022
Q1
$320K Sell
2021
Q4
$307K Sell
2021
Q3
$329K Sell
2021
Q2
$2.12M Buy
2021
Q1
$2.1M Buy
2020
Q4
$277K Sell
2020
Q3
$235K Sell
2020
Q2
$273K Sell
2020
Q1
$203K Sell
2019
Q4
$413K Sell
2019
Q3
$484K Sell
2019
Q2
$576K Buy