Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$564K Sell
2025
Q2
$1.41M Sell
2025
Q1
$2.63M Sell
2024
Q4
$3.03M Buy
2024
Q3
$1.36M Buy
2024
Q2
$313K Sell
2024
Q1
$404K Buy
2023
Q4
$299K Buy
2023
Q3
$77.2K Sell
2023
Q2
$557K Buy
2023
Q1
$23.6K Buy
2022
Q4
$11.1K Sell
2022
Q3
$11K Sell
2022
Q2
$19K Buy
2022
Q1
$22K Sell
2021
Q4
$74K Buy
2021
Q3
$38K Buy