Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Buy
2024
Q3
Sell
2024
Q2
$33K Sell
2024
Q1
$234K Sell
2023
Q4
$1.29M Sell
2023
Q3
$3.65M Buy
2023
Q2
$627K Sell
2023
Q1
$2.5M Buy
2022
Q4
$2.09M Buy
2022
Q3
$1.23M Sell
2022
Q2
$1.68M Buy
2022
Q1
$928K Buy
2021
Q4
$281K Sell
2021
Q3
$1.09M Buy
2021
Q2
Sell
2021
Q1
$292K Buy