Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Buy
2025
Q2
$174K Sell
2025
Q1
$229K Sell
2024
Q4
$477K Buy
2024
Q3
$769K Sell
2024
Q2
$786K Buy
2024
Q1
$1.49M Buy
2023
Q4
$1.85M Buy
2022
Q2
Sell
2022
Q1
$54K Buy
2021
Q4
$38K Buy
2021
Q3
$25K Sell
2021
Q2
$79K Buy