Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$437K Buy
2025
Q2
$288K Sell
2025
Q1
$236K Sell
2024
Q4
$634K Sell
2024
Q3
$788K Sell
2024
Q2
$688K Buy
2024
Q1
$512K Buy
2023
Q4
$282K Hold
2023
Q3
$283K Sell
2023
Q2
$301K Buy
2023
Q1
$121K Buy
2022
Q4
Sell
2022
Q3
$868K Buy
2022
Q2
$731K Sell
2022
Q1
$1.45M Buy
2021
Q4
$1.39M Buy