Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$554K Hold
2025
Q2
$486K Buy
2025
Q1
$389K Hold
2024
Q4
$411K Hold
2024
Q3
$412K Buy
2024
Q2
$330K Sell
2024
Q1
$359K Sell
2023
Q4
$506K Buy
2023
Q3
$389K Buy
2023
Q2
$352K Hold
2023
Q1
$362K Hold
2022
Q4
$224K Hold
2022
Q3
$310K Hold
2022
Q2
$452K Hold
2022
Q1
$689K Hold
2021
Q4
$1.25M Hold
2021
Q3
$1.72M Hold
2021
Q2
$2.53M Hold
2021
Q1
$1.79M Hold
2020
Q4
$1.83M Sell
2020
Q3
$1.04M Hold
2020
Q2
$642K Buy