Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Sell
2025
Q2
$270K Buy
2025
Q1
$160K Buy
2024
Q4
$152K Buy
2024
Q3
$124K Sell
2024
Q2
$177K Buy
2024
Q1
$71.1K Buy
2022
Q4
Sell
2022
Q3
$327K Buy
2022
Q2
$231K Sell
2022
Q1
$483K Buy
2021
Q4
$722K Sell
2021
Q3
$1.23M Sell
2021
Q2
$1.45M Buy
2021
Q1
$1.19M Buy
2020
Q4
$1.08M Buy
2020
Q3
$662K Sell
2020
Q2
$599K Buy
2020
Q1
$206K Sell
2019
Q4
$285K Buy