Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$207K Buy
2025
Q3
$220K Sell
2025
Q2
$255K Sell
2025
Q1
$315K Buy
2024
Q4
$268K Buy
2024
Q3
$241K Sell
2024
Q2
$317K Buy
2024
Q1
$299K Buy
2023
Q4
$273K Buy
2023
Q3
$208K Buy
2023
Q2
$42.8K Sell
2023
Q1
$99.3K Buy
2022
Q4
$37.5K Buy
2022
Q3
$31.7K Hold
2022
Q2
$32.2K Hold
2022
Q1
$32.6K Buy
2021
Q4
$36.3K Sell
2021
Q3
$73.2K Buy
2021
Q2
$70.6K Buy
2021
Q1
$61.4K Buy
2020
Q4
$44.5K Buy