Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$94K Buy
2025
Q2
$31K Buy
2025
Q1
$3K Buy
2024
Q2
Sell
2024
Q1
$10K Sell
2023
Q4
$10K Sell
2023
Q3
$11K Sell
2023
Q2
$498K Buy
2023
Q1
$559K Buy
2022
Q4
$535K Buy
2021
Q3
Sell
2021
Q2
$395K Buy
2021
Q1
$312K Buy
2020
Q4
$324K Sell
2020
Q3
$301K Buy
2020
Q2
$282K Buy
2020
Q1
$179K Buy