Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$12.5K Sell
2025
Q1
$713K Sell
2024
Q4
$883K Hold
2024
Q3
$382K Sell
2024
Q2
$908K Buy
2024
Q1
$684K Buy
2023
Q4
$495K Hold
2023
Q3
$413K Hold
2023
Q2
$480K Hold
2023
Q1
$354K Hold
2022
Q4
$354K Buy
2022
Q1
Sell
2021
Q4
$298K Sell
2021
Q3
$289K Sell
2021
Q2
$337K Buy
2021
Q1
$329K Buy
2020
Q4
$267K Buy