Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Sell
2025
Q2
$386K Buy
2025
Q1
$405K Hold
2024
Q4
$451K Sell
2024
Q3
$4.7M Sell
2024
Q2
$4.28M Sell
2024
Q1
$5.24M Sell
2023
Q4
$5.23M Buy
2023
Q3
$4.23M Buy
2023
Q2
$4.24M Sell
2023
Q1
$3.8M Buy
2022
Q4
$3.54M Sell
2022
Q3
$3.69M Buy
2022
Q2
$475K Sell
2022
Q1
$515K Buy
2021
Q4
$538K Buy
2021
Q3
$364K Buy