Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$23.1K Buy
2025
Q1
Sell
2024
Q4
$204K Buy
2022
Q1
Sell
2021
Q4
$501K Buy
2021
Q3
$486K Buy
2021
Q2
$376K Buy
2021
Q1
$291K Sell
2020
Q4
$419K Hold
2020
Q3
$335K Sell
2020
Q2
$469K Buy
2020
Q1
$390K Buy
2019
Q4
$345K Buy