Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$111K Sell
2025
Q1
$194K Sell
2024
Q4
$500K Buy
2024
Q3
$207K Buy
2024
Q2
$197K Sell
2024
Q1
$4.52M Buy
2023
Q4
$987K Sell
2023
Q3
$1.29M Buy
2023
Q2
$889K Buy
2023
Q1
$268K Sell
2022
Q4
$463K Buy
2022
Q3
$223K Buy
2022
Q2
Sell
2022
Q1
$36K Sell
2021
Q4
$3.04M Sell
2021
Q3
$5.27M Sell
2021
Q2
$12.6M Buy