Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$301K Sell
2025
Q2
$399K Buy
2025
Q1
$291K Buy
2024
Q1
Sell
2023
Q4
$74.2K Buy
2023
Q3
Sell
2023
Q2
$103K Buy
2023
Q1
Sell
2022
Q4
$69K Buy
2022
Q3
Sell
2022
Q2
$716K Sell
2022
Q1
$2.04M Buy
2021
Q4
$2.18M Buy
2021
Q3
$1.15M Buy
2021
Q2
$937K Sell
2021
Q1
$2.43M Buy