Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$482K Buy
2025
Q3
$397K Buy
2025
Q2
$377K Buy
2025
Q1
$189K Buy
2024
Q4
$36K Sell
2024
Q3
$47.7K Buy
2024
Q2
$38.1K Sell
2024
Q1
$89.1K Buy
2023
Q4
$105K Hold
2023
Q3
$85.8K Sell
2023
Q2
$122K Buy
2023
Q1
$51.8K Sell
2022
Q4
$49.3K Sell
2022
Q3
$55.4K Hold
2022
Q2
$67.4K Sell
2022
Q1
$82.9K Hold
2021
Q4
$103K Hold
2021
Q3
$120K Buy
2021
Q2
$110K Hold
2021
Q1
$93.8K Hold
2020
Q4
$105K Buy