Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$436K Sell
2025
Q2
$570K Sell
2025
Q1
$1.81M Sell
2024
Q4
$1.92M Buy
2024
Q3
$1.81M Sell
2024
Q2
$1.77M Buy
2024
Q1
$1.49M Buy
2023
Q4
$1.37M Sell
2023
Q3
$1.2M Sell
2023
Q2
$1.17M Buy
2023
Q1
$1.08M Buy
2022
Q4
$977K Buy
2022
Q3
$949K Buy
2022
Q2
$711K Buy
2022
Q1
$591K Buy
2021
Q4
$318K Hold
2021
Q3
$252K Buy