Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Buy
2025
Q2
$296K Sell
2025
Q1
$245K Sell
2024
Q4
$440K Sell
2024
Q3
$331K Sell
2024
Q2
$329K Buy
2024
Q1
$282K Buy
2023
Q4
$311K Buy
2023
Q3
$181K Sell
2023
Q2
$213K Sell
2023
Q1
$288K Sell
2022
Q4
$1.81M Buy
2022
Q3
$3.83M Sell
2022
Q2
$3.35M Buy
2022
Q1
$4.8M Buy
2021
Q4
$356K Buy