Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$236K Buy
2025
Q4
$206K Buy
2025
Q3
Sell
2025
Q2
$203K Sell
2025
Q1
$417K Sell
2024
Q4
$1.04M Sell
2024
Q3
$1.45M Sell
2024
Q2
$1.64M Buy
2024
Q1
$1.42M Buy
2023
Q4
$1.14M Buy
2023
Q3
$1.04M Buy
2023
Q2
$1.16M Buy
2023
Q1
$1.05M Buy
2022
Q4
$1.07M Buy
2022
Q3
$780K Buy
2022
Q2
$710K Buy
2021
Q4
$547K Buy
2021
Q3
$314K Buy
2021
Q1
$266K Buy
2020
Q4
$220K Buy
2020
Q3
$208K Buy