Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Buy
2024
Q4
Sell
2024
Q3
$94K Sell
2024
Q2
$1.18M Buy
2024
Q1
$513K Buy
2023
Q3
Sell
2023
Q2
$999K Buy
2023
Q1
$401K Buy
2022
Q4
$461K Sell
2022
Q3
$835K Buy
2022
Q1
Sell
2021
Q4
$387K Sell
2021
Q3
$622K Buy
2021
Q2
$637K Buy
2021
Q1
$440K Buy