Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Sell
2025
Q2
$211K Buy
2025
Q1
Sell
2024
Q4
$1.59M Buy
2024
Q3
$1.73M Sell
2024
Q2
$6.35M Sell
2024
Q1
$7.1M Sell
2023
Q4
$7.37M Sell
2023
Q3
$6.94M Sell
2023
Q2
$7.95M Sell
2023
Q1
$7.49M Buy
2022
Q4
$6.46M Sell
2022
Q3
$5.45M Buy
2022
Q2
$4.86M Sell
2022
Q1
$5.81M Buy
2021
Q4
$4.7M Buy