Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Sell
2025
Q2
$409K Sell
2025
Q1
$2.83M Buy
2024
Q4
$2.28M Buy
2024
Q3
$1.94M Sell
2024
Q2
$2.21M Buy
2023
Q2
Sell
2023
Q1
$750K Buy
2022
Q4
$617K Buy
2022
Q3
$324K Buy
2022
Q2
Sell
2022
Q1
$219K Buy
2021
Q3
Sell
2021
Q2
$237K Sell
2021
Q1
$334K Buy
2020
Q4
$69K Buy