Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2024
Q1
Sell
2023
Q4
$452K Buy
2023
Q3
$224K Buy
2023
Q2
$231K Buy
2023
Q1
$119K Sell
2022
Q4
$86K Sell
2022
Q3
$256K Sell
2022
Q2
$205K Sell
2022
Q1
$854K Sell
2021
Q4
$1.8M Buy
2021
Q3
$1.69M Buy
2021
Q2
$686K Buy