Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$73.7K Sell
2025
Q1
$152K Sell
2024
Q4
$264K Buy
2024
Q3
$103K Sell
2024
Q2
$281K Buy
2024
Q1
$319K Buy
2023
Q4
Hold
2023
Q3
Hold
2022
Q2
Sell
2022
Q1
$3.41M Buy
2021
Q3
Sell
2021
Q2
$813K Sell
2021
Q1
$3.52M Sell
2020
Q4
$10.9M Buy
2020
Q3
$6.28M Sell
2020
Q2
$11.5M Buy
2020
Q1
$717K Buy