Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$100K Sell
2025
Q1
$89.3K Hold
2024
Q4
$150K Sell
2024
Q3
$163K Hold
2024
Q2
$130K Sell
2024
Q1
$172K Sell
2023
Q4
$246K Sell
2023
Q3
$264K Sell
2023
Q2
$458K Hold
2023
Q1
$458K Sell
2022
Q4
$424K Sell
2022
Q3
$495K Sell
2022
Q2
$534K Sell
2022
Q1
$1.06M Sell
2021
Q4
$1.17M Hold
2021
Q3
$1.25M Hold
2021
Q2
$1.45M Hold
2021
Q1
$1.18M Hold
2020
Q4
$1.14M Buy
2020
Q3
$943K Buy