Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Buy
2025
Q2
$592K Sell
2025
Q1
$1.1M Buy
2024
Q4
$863K Buy
2024
Q3
$583K Hold
2024
Q2
$697K Hold
2024
Q1
$652K Hold
2023
Q4
$691K Hold
2023
Q3
$615K Hold
2023
Q2
$877K Sell
2023
Q1
$1.05M Sell
2022
Q4
$551K Sell
2022
Q3
$616K Hold
2022
Q2
$900K Sell
2022
Q1
$1.12M Buy
2021
Q4
$1.4M Sell
2021
Q3
$2.14M Buy
2021
Q2
$2.79M Buy