Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$225K Buy
2024
Q4
Sell
2024
Q3
$239K Buy
2024
Q2
Sell
2024
Q1
$239K Sell
2023
Q4
$873K Buy
2023
Q3
$813K Buy
2023
Q2
$640K Sell
2023
Q1
$914K Sell
2022
Q4
$1.33M Buy
2022
Q3
$853K Buy
2022
Q2
$482K Buy
2022
Q1
$502K Buy
2021
Q4
$428K Buy