Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$823K Buy
2025
Q2
$43.2K Sell
2025
Q1
$232K Buy
2024
Q4
$93.8K Buy
2024
Q3
Sell
2024
Q2
$104K Buy
2024
Q1
Sell
2023
Q4
$251K Buy
2023
Q3
$174K Buy
2023
Q2
Sell
2023
Q1
$167K Sell
2022
Q4
$1.66M Buy
2022
Q3
$237K Buy
2021
Q4
Sell
2021
Q3
$787K Buy