Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$675K Buy
2025
Q2
$313K Sell
2025
Q1
$278K Sell
2024
Q4
$1.88M Buy
2024
Q3
$1.05M Sell
2024
Q2
$1.06M Sell
2024
Q1
$971K Sell
2023
Q4
$1.39M Sell
2023
Q3
$2.18M Buy
2023
Q2
$2.26M Buy
2023
Q1
$1.22M Buy
2022
Q4
$760K Sell
2022
Q3
$1.48M Buy
2022
Q2
$6.47K Buy
2022
Q1
$2.15M Buy
2021
Q4
$2.11M Buy