Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$498K Buy
2023
Q2
Sell
2023
Q1
$74.2K Sell
2022
Q4
$630K Buy
2022
Q3
$420K Sell
2022
Q2
$499K Buy
2022
Q1
$478K Buy
2021
Q4
$9K Buy
2021
Q2
Sell
2021
Q1
$3K Hold
2020
Q4
$2K Sell
2020
Q3
$2K Sell
2020
Q2
$6K Buy
2020
Q1
$2K Buy
2019
Q4
$1K Hold
2019
Q3
$0 Buy