Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$51.9K Sell
2025
Q1
$571K Sell
2024
Q4
$753K Sell
2024
Q3
$442K Buy
2024
Q2
$445K Buy
2022
Q4
Sell
2022
Q3
$355K Buy
2022
Q2
$286K Buy
2022
Q1
$603K Buy
2021
Q4
$371K Hold
2021
Q3
$365K Sell
2021
Q2
$405K Buy
2021
Q1
$298K Buy
2020
Q4
$299K Buy