Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$98.5K Hold
2025
Q2
$94.9K Hold
2025
Q1
$76.5K Hold
2024
Q4
$160K Sell
2024
Q3
$189K Hold
2024
Q2
$151K Hold
2024
Q1
$136K Hold
2023
Q4
$89K Sell
2023
Q3
$115K Hold
2023
Q2
$169K Hold
2023
Q1
$168K Hold
2022
Q4
$204K Sell
2022
Q3
$358K Hold
2022
Q2
$403K Sell
2022
Q1
$424K Hold
2021
Q4
$585K Hold
2021
Q3
$694K Sell
2021
Q2
$1.24M Hold
2021
Q1
$1.27M Hold
2020
Q4
$1.07M Hold
2020
Q3
$800K Hold
2020
Q2
$644K Buy