Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Buy
2025
Q2
$309K Sell
2025
Q1
$277K Buy
2024
Q4
$395K Sell
2024
Q3
$2.14M Buy
2024
Q2
$434K Sell
2024
Q1
$3.38M Buy
2023
Q4
$1.69M Sell
2023
Q3
$1.7M Buy
2023
Q2
$1.35M Buy
2023
Q1
$825K Sell
2022
Q4
$2.63M Buy
2022
Q3
$2.03M Buy
2022
Q2
$406K Sell
2022
Q1
$3.18M Buy
2021
Q4
$3.33M Sell
2021
Q3
$4.64M Buy
2021
Q2
$4.42M Buy