Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Buy
2025
Q2
$352K Sell
2025
Q1
$414K Sell
2024
Q4
$565K Sell
2024
Q3
$598K Sell
2024
Q2
$700K Sell
2024
Q1
$821K Sell
2023
Q4
$875K Sell
2023
Q3
$901K Sell
2023
Q2
$1.23M Sell
2023
Q1
$1.19M Sell
2022
Q4
$1.04M Sell
2022
Q3
$1.41M Sell
2022
Q2
$2.29M Buy
2022
Q1
$1.99M Buy
2021
Q4
$1.63M Buy