Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$651K Sell
2025
Q2
$351K Buy
2025
Q1
$180K Sell
2024
Q4
$602K Sell
2024
Q3
$1.1M Sell
2024
Q2
$3.59M Sell
2024
Q1
$3.27M Sell
2023
Q4
$7.18M Buy
2023
Q3
$34.8K Buy
2023
Q2
$37.3K Sell
2023
Q1
$859K Sell
2022
Q4
$900K Buy
2022
Q3
$1.04K Buy
2022
Q2
$162 Sell
2022
Q1
$2.59M Buy
2021
Q4
$3.08M Buy
2021
Q3
$407K Buy
2021
Q2
$98K Buy