Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$566K Buy
2024
Q4
Sell
2024
Q3
$991K Buy
2024
Q2
$450K Sell
2024
Q1
$991K Sell
2023
Q4
$1.39M Buy
2023
Q3
$494K Buy
2023
Q2
$216K Buy
2023
Q1
Sell
2022
Q4
$489K Sell
2022
Q3
$604K Buy
2022
Q2
$234K Buy
2022
Q1
$285K Sell
2021
Q4
$392K Buy
2021
Q3
$416K Buy