Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$198K Buy
2025
Q2
$88.5K Sell
2025
Q1
$284K Buy
2024
Q4
$325K Sell
2024
Q3
$498K Buy
2024
Q2
$307K Sell
2024
Q1
$360K Buy
2023
Q4
$717K Buy
2023
Q3
$534K Hold
2023
Q2
$573K Sell
2023
Q1
$622K Buy
2022
Q4
$548K Buy
2022
Q3
$880K Hold
2022
Q2
$1.21M Sell
2022
Q1
$1.2M Sell
2021
Q4
$2.01M Buy
2021
Q3
$996K Sell
2021
Q2
$3.43M Buy
2021
Q1
$2.44M Buy
2020
Q4
$2.27M Buy
2020
Q3
$324K Buy