Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$61.3K Sell
2025
Q2
$575K Sell
2025
Q1
$4.85M Buy
2024
Q4
$2.19M Buy
2024
Q3
$2.77M Sell
2024
Q2
$2.69M Buy
2024
Q1
$1.38M Buy
2023
Q4
Sell
2023
Q3
$236K Buy
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$708K Buy
2021
Q4
Sell
2021
Q3
$2.48K Sell
2021
Q2
$5.9K Buy
2021
Q1
$382 Sell
2020
Q4
$3.33K Buy
2020
Q3
$2.5M Sell
2020
Q2
$3.58M Buy
2020
Q1
$595K Buy