Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$535K Sell
2025
Q2
$746K Sell
2025
Q1
$1.33M Buy
2024
Q4
$1.42M Buy
2024
Q3
$728K Buy
2024
Q2
$1.11M Sell
2024
Q1
$1.53M Buy
2023
Q4
$1.33M Sell
2023
Q3
$1.16M Buy
2023
Q2
$1.44M Buy
2023
Q1
$1.27M Buy
2022
Q4
$1.16M Hold
2022
Q3
$826K Hold
2022
Q2
$765K Sell
2022
Q1
$1.81M Sell
2021
Q4
$1.91M Hold
2021
Q3
$1.95M Buy
2021
Q2
$1.12M Buy