Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$92K Hold
2025
Q2
$74K Hold
2025
Q1
$87K Sell
2024
Q4
$141K Hold
2024
Q3
$219K Sell
2024
Q2
$233K Buy
2024
Q1
$126K Hold
2023
Q4
$135K Hold
2023
Q3
$107K Sell
2023
Q2
$342K Sell
2023
Q1
$4.44M Buy
2022
Q4
$4.5M Buy
2022
Q3
$3.49M Buy
2022
Q2
$2.31M Sell
2022
Q1
$5.92M Sell
2021
Q4
$8.57M Buy
2021
Q3
$6.3M Buy
2021
Q2
$254K Hold
2021
Q1
$261K Sell
2020
Q4
$251K Buy