Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$104K Sell
2025
Q2
$1.09M Sell
2025
Q1
$1.97M Sell
2024
Q4
$2.46M Buy
2024
Q3
$2.36M Buy
2024
Q2
$955K Sell
2024
Q1
$1.64M Buy
2023
Q4
$556K Buy
2023
Q3
$50.3K Sell
2023
Q2
$1.2M Buy
2023
Q1
$98K Sell
2022
Q4
$117K Buy
2022
Q3
$88K Sell
2022
Q2
$226K Buy
2022
Q1
$4K Sell
2021
Q4
$5K Buy