Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70.5K Hold
2025
Q1
$76.4K Hold
2024
Q4
$88.7K Hold
2024
Q3
$129K Hold
2024
Q2
$38.9K Hold
2024
Q1
$40.6K Hold
2023
Q4
$134K Hold
2023
Q3
$312K Hold
2023
Q2
$314K Hold
2023
Q1
$429K Hold
2022
Q4
$552K Hold
2022
Q3
$1.15M Hold
2022
Q2
$805K Sell
2022
Q1
$2.34M Hold
2021
Q4
$3.63M Hold
2021
Q3
$6.34M Hold
2021
Q2
$8.85M Hold
2021
Q1
$2.69M Hold
2020
Q4
$2M Hold
2020
Q3
$2M Sell
2020
Q2
$4.29M Sell
2020
Q1
$11.2M Hold
2019
Q4
$16.4M Sell
2019
Q3
$23.1M Buy