Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Buy
2025
Q2
$94.2K Sell
2025
Q1
$182K Sell
2024
Q4
$304K Buy
2024
Q3
$208K Sell
2024
Q2
$202K Sell
2024
Q1
$289K Buy
2023
Q4
$465K Buy
2023
Q3
$370K Sell
2023
Q2
$471K Sell
2023
Q1
$548K Sell
2022
Q4
$545K Buy
2022
Q3
$823K Sell
2022
Q2
$1.18M Sell
2022
Q1
$1.38M Buy
2021
Q4
$1.52M Sell
2021
Q3
$1.83M Sell
2021
Q2
$3.11M Buy
2021
Q1
$2.17M Buy
2020
Q4
$2.1M Buy
2020
Q3
$584K Buy