Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212K Sell
2025
Q2
$209K Buy
2025
Q1
$196K Buy
2024
Q4
$151K Buy
2024
Q3
$144K Buy
2024
Q1
Sell
2023
Q4
$257K Buy
2022
Q2
Sell
2022
Q1
$816K Buy
2021
Q4
$938K Buy
2021
Q3
$939K Hold
2021
Q2
$1.06M Sell
2021
Q1
$1.04M Buy
2020
Q4
$938K Buy