Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$18K Sell
2025
Q1
$31K Sell
2024
Q4
$575K Hold
2024
Q3
$611K Sell
2024
Q2
$845K Hold
2024
Q1
$974K Sell
2023
Q4
$930K Hold
2023
Q3
$791K Hold
2023
Q2
$734K Hold
2023
Q1
$693K Sell
2022
Q4
$961K Hold
2022
Q3
$1.05M Hold
2022
Q2
$1.2M Sell
2022
Q1
$1.28M Sell
2021
Q4
$1.94M Sell
2021
Q3
$1.92M Hold
2021
Q2
$2.13M Buy
2021
Q1
$1.31M Buy
2020
Q4
$281K Hold
2020
Q3
$200K Hold
2020
Q2
$209K Buy