Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$861K Buy
2025
Q2
$896K Sell
2025
Q1
$865K Sell
2024
Q4
$833K Sell
2024
Q3
$846K Sell
2024
Q2
$730K Sell
2024
Q1
$774K Hold
2023
Q4
$774K Sell
2023
Q3
$816K Sell
2023
Q2
$1.44M Buy
2023
Q1
$1.2M Buy
2022
Q4
$1.08M Sell
2022
Q3
$940K Buy
2022
Q2
$1.07M Buy
2022
Q1
$338K Buy
2021
Q4
$330K Sell
2021
Q3
$391K Buy
2021
Q2
$335K Buy