Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$476K Buy
2025
Q1
Sell
2024
Q4
$306K Sell
2024
Q3
$552K Buy
2024
Q2
$423K Sell
2024
Q1
$552K Buy
2023
Q4
$361K Sell
2023
Q3
$456K Sell
2023
Q2
$501K Sell
2023
Q1
$521K Sell
2022
Q4
$684K Buy
2022
Q3
$402K Buy
2022
Q2
$314K Sell
2022
Q1
$438K Buy
2021
Q4
$345K Buy
2021
Q3
$376K Buy
2021
Q2
$277K Buy