Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Buy
2024
Q4
Sell
2024
Q3
$209K Buy
2024
Q2
$254K Sell
2024
Q1
$521K Hold
2023
Q4
$521K Sell
2023
Q3
$410K Sell
2023
Q2
$570K Buy
2023
Q1
$544K Sell
2022
Q4
$1.05M Buy
2022
Q3
$924K Buy
2022
Q2
$1.16M Buy
2022
Q1
$449K Sell
2021
Q4
$470K Sell
2021
Q3
$511K Buy
2021
Q2
$530K Sell
2021
Q1
$607K Buy
2020
Q4
$247K Buy