Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$372K Sell
2025
Q1
$122K Sell
2024
Q4
$2.72M Buy
2024
Q3
$2.84M Sell
2024
Q2
$2.51M Buy
2024
Q1
$2.08M Hold
2023
Q4
$2.08M Buy
2023
Q3
$1.74M Buy
2023
Q2
$986K Sell
2023
Q1
$1.04M Buy
2022
Q4
$1.06M Buy
2022
Q3
$976K Buy
2022
Q2
$1.02M Buy
2022
Q1
$423K Sell
2021
Q4
$520K Sell
2021
Q3
$631K Buy
2021
Q2
$634K Buy
2021
Q1
$472K Buy
2020
Q4
$207K Buy