Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$894K Sell
2025
Q2
$890K Sell
2025
Q1
$730K Sell
2024
Q4
$1.58M Buy
2024
Q3
$751K Buy
2024
Q2
$271K Sell
2024
Q1
$877K Buy
2023
Q4
$2.02K Sell
2023
Q3
$2.27K Buy
2023
Q2
$2.49K Hold
2023
Q1
$1.36K Hold
2022
Q4
$642 Hold
2022
Q3
$1K Sell
2022
Q2
$66K Buy
2022
Q1
$47K Buy
2021
Q4
$6K Buy
2021
Q3
Sell
2021
Q2
$7K Buy