Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$404K Sell
2025
Q2
$693K Buy
2025
Q1
$413K Sell
2024
Q4
$804K Sell
2024
Q3
$2.26M Sell
2024
Q2
$2.92M Buy
2024
Q1
$2.26M Buy
2023
Q4
$974K Buy
2023
Q3
$968K Sell
2023
Q2
$1.14M Sell
2023
Q1
$1.84M Buy
2022
Q4
$1.34M Buy
2022
Q3
$543K Buy
2022
Q2
$431K Buy
2022
Q1
$315K Sell
2021
Q4
$1.02M Buy