Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$405K Hold
2025
Q2
$386K Buy
2025
Q1
$400K Sell
2024
Q4
$440K Hold
2024
Q3
$480K Hold
2024
Q2
$464K Sell
2024
Q1
$481K Sell
2023
Q4
$517K Hold
2023
Q3
$596K Buy
2023
Q2
$639K Buy
2023
Q1
$703K Sell
2022
Q4
$893K Hold
2022
Q3
$762K Sell
2022
Q2
$921K Buy
2022
Q1
$900K Sell
2021
Q4
$1.06M Buy
2019
Q4
$820K Buy