Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Hold
2025
Q2
$233K Hold
2025
Q1
$193K Sell
2024
Q4
$255K Sell
2024
Q3
$1.74M Buy
2024
Q2
$2.05M Sell
2024
Q1
$1.99M Buy
2023
Q4
$1.26M Buy
2023
Q3
$967K Buy
2023
Q2
$1.16M Buy
2023
Q1
$1.04M Buy
2022
Q4
$832K Buy
2022
Q3
$452K Sell
2022
Q2
$565K Sell
2022
Q1
$902K Buy
2021
Q2
$1.28M Buy
2021
Q1
$1.1M Sell
2020
Q4
$942K Buy