Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$243K Buy
2024
Q4
Sell
2024
Q3
$212K Buy
2024
Q2
Sell
2024
Q1
$213K Sell
2023
Q4
$278K Sell
2023
Q3
$296K Hold
2023
Q2
$287K Buy
2023
Q1
$294K Sell
2022
Q4
$276K Sell
2022
Q3
$312K Sell
2022
Q2
$492K Buy
2022
Q1
$531K Buy
2021
Q4
$628K Sell
2021
Q3
$2.07M Buy
2021
Q2
$1.09M Buy
2021
Q1
$900K Sell
2020
Q4
$2.32M Buy
2020
Q3
$675K Sell
2020
Q2
$1.59M Buy