Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Buy
2025
Q2
$220K Sell
2025
Q1
$2.42M Buy
2024
Q4
$273K Buy
2024
Q3
$186K Sell
2024
Q2
$978K Buy
2024
Q1
$8.73K Hold
2023
Q4
$12.1K Hold
2023
Q3
$15.7K Hold
2023
Q2
$34.1K Hold
2023
Q1
$34.5K Hold
2022
Q4
$36.3K Buy
2022
Q3
$6K Sell
2022
Q2
$65K Buy
2022
Q1
$62K Sell
2021
Q4
$64K Sell
2021
Q3
$107K Sell
2021
Q2
$134K Buy
2021
Q1
$57K Buy