Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$102K Sell
2025
Q2
$205K Buy
2025
Q1
$195K Buy
2024
Q4
$26.4K Sell
2024
Q3
$20.9K Hold
2024
Q2
$25.2K Hold
2024
Q1
$27K Sell
2023
Q4
$410K Buy
2023
Q3
$162K Sell
2023
Q2
$264K Sell
2023
Q1
$488K Sell
2022
Q4
$417K Buy
2022
Q3
$537K Sell
2022
Q2
$472K Buy
2022
Q1
$1.01M Buy
2021
Q4
$1.55M Hold
2021
Q3
$2.16M Buy
2021
Q2
$1.06M Buy