Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Hold
2025
Q2
$311K Sell
2025
Q1
$341K Sell
2024
Q4
$1.24M Hold
2024
Q3
$1.2M Hold
2024
Q2
$1.33M Sell
2024
Q1
$1.88M Hold
2023
Q4
$1.56M Hold
2023
Q3
$1.16M Hold
2023
Q2
$1.23M Sell
2023
Q1
$969K Buy
2022
Q4
$834K Hold
2022
Q3
$866K Sell
2022
Q2
$1.12M Hold
2022
Q1
$1.35M Sell
2021
Q4
$2.84M Buy
2021
Q3
$2.13M Sell
2021
Q2
$2.27M Hold
2021
Q1
$2.03M Buy
2020
Q4
$502K Buy
2020
Q3
$358K Buy
2020
Q2
$312K Buy