Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Sell
2025
Q2
$362K Buy
2023
Q3
Sell
2023
Q2
$1.53M Buy
2023
Q1
$1.04M Hold
2022
Q4
$1.05M Hold
2022
Q3
$1.27M Buy
2022
Q2
$1.16M Buy
2022
Q1
$1.63M Sell
2021
Q4
$2.06M Buy
2021
Q3
$1.38M Buy
2021
Q2
$739K Hold
2021
Q1
$592K Hold
2020
Q4
$699K Buy
2020
Q3
$502K Buy
2020
Q2
$300K Buy
2020
Q1
$65.7K Buy