Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$249K Sell
2025
Q1
$253K Buy
2024
Q4
Sell
2024
Q3
$19.7K Hold
2024
Q2
$16.8K Hold
2024
Q1
$18.5K Hold
2023
Q4
$20.4K Hold
2023
Q3
$19.8K Buy
2021
Q3
Sell
2021
Q2
$814K Buy
2021
Q1
$5K Sell
2020
Q4
$1.5M Sell
2020
Q3
$19.1M Buy
2020
Q2
$9.07M Buy
2020
Q1
$888K Buy