Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$201K Sell
2025
Q1
$388K Sell
2024
Q4
$461K Buy
2024
Q3
$493K Sell
2024
Q2
$504K Sell
2024
Q1
$555K Sell
2023
Q4
$580K Sell
2023
Q3
$794K Buy
2023
Q2
$846K Buy
2023
Q1
$934K Buy
2022
Q4
$1.09M Buy
2022
Q3
$866K Sell
2022
Q2
$1.04M Buy
2022
Q1
$922K Sell
2021
Q4
$1.32M Buy