Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.22M Buy
2025
Q2
$283K Buy
2025
Q1
$215K Buy
2024
Q4
$171K Buy
2024
Q3
$11.7K Sell
2024
Q2
$15.3K Buy
2024
Q1
$6.93K Buy
2023
Q4
$5.23K Buy
2023
Q3
$3.22K Sell
2023
Q2
$9.76K Buy
2023
Q1
$7.07K Buy
2022
Q4
$1.73K Sell
2022
Q3
$16K Sell
2022
Q2
$13K Hold
2022
Q1
$23K Hold
2021
Q4
$27K Sell
2021
Q3
$35K Sell
2021
Q2
$40K Buy
2021
Q1
$38K Sell
2020
Q4
$37K Buy