Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$270K Hold
2025
Q2
$319K Sell
2025
Q1
$613K Buy
2024
Q4
$659K Hold
2024
Q3
$694K Hold
2024
Q2
$602K Hold
2024
Q1
$666K Hold
2023
Q4
$647K Hold
2023
Q3
$595K Hold
2023
Q2
$636K Sell
2023
Q1
$703K Buy
2022
Q4
$493K Hold
2022
Q3
$434K Sell
2022
Q2
$987K Sell
2022
Q1
$1.01M Buy
2021
Q4
$760K Buy
2021
Q1
Sell
2020
Q4
$1.5M Buy