Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$101K Buy
2025
Q2
$73.1K Sell
2025
Q1
$75.4K Sell
2024
Q4
$95.1K Buy
2023
Q2
Sell
2023
Q1
$86.3K Buy
2022
Q4
$116K Buy
2022
Q3
Sell
2022
Q2
$474K Buy
2022
Q1
$640K Buy
2021
Q4
$1.23M Buy
2021
Q3
$1.73M Sell
2021
Q2
$1.84M Buy
2020
Q3
Sell
2020
Q2
$224K Buy