Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$214K Sell
2025
Q2
$251K Hold
2025
Q1
$249K Sell
2024
Q4
$318K Sell
2024
Q3
$377K Buy
2024
Q2
$398K Sell
2024
Q1
$541K Sell
2023
Q4
$649K Sell
2023
Q3
$918K Sell
2023
Q2
$1.44M Buy
2023
Q1
$1.13M Buy
2022
Q4
$977K Buy
2022
Q3
$722K Buy
2022
Q2
$952K Buy
2022
Q1
$812K Buy
2021
Q4
$780K Buy
2021
Q3
$782K Buy
2021
Q2
$468K Buy
2021
Q1
$15K Buy