Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$892K Buy
2025
Q2
$568K Sell
2025
Q1
$533K Sell
2024
Q4
$1.39M Sell
2024
Q3
$2.79M Buy
2024
Q2
$2.27M Sell
2024
Q1
$2.79M Buy
2023
Q4
$2M Buy
2023
Q3
$1.67M Sell
2023
Q2
$1.74M Buy
2023
Q1
$1.09M Buy
2022
Q4
$680K Buy
2022
Q3
$450K Buy
2022
Q2
$300K Sell
2022
Q1
$386K Buy
2021
Q4
$374K Buy
2021
Q3
$297K Buy
2021
Q2
$244K Buy