Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$4.11K Buy
2024
Q2
Sell
2024
Q1
$277K Hold
2023
Q4
$320K Hold
2023
Q3
$305K Sell
2023
Q2
$503K Hold
2023
Q1
$503K Buy
2022
Q4
$442K Hold
2022
Q3
$558K Hold
2022
Q2
$863K Sell
2022
Q1
$1.83M Buy
2021
Q4
$1.7M Buy
2021
Q3
$2.59M Buy
2021
Q2
$2.09M Buy
2021
Q1
$1.2M Buy
2020
Q4
$1.24M Hold
2020
Q3
$747K Sell
2020
Q2
$639K Buy