Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2025
Q1
Sell
2024
Q4
$602K Sell
2024
Q3
$750K Buy
2024
Q2
$553K Sell
2024
Q1
$708K Sell
2023
Q4
$747K Buy
2023
Q3
$620K Sell
2023
Q2
$1.09M Sell
2023
Q1
$1.46M Sell
2022
Q4
$1.56M Sell
2022
Q3
$1.42M Buy
2022
Q2
$1.6M Buy
2022
Q1
$1.61M Buy
2021
Q4
$1.91M Buy
2021
Q3
$1.41M Buy
2021
Q2
$1.32M Buy
2021
Q1
$666K Buy
2020
Q4
$508K Buy
2020
Q3
$339K Buy