Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Buy
2025
Q2
$280K Sell
2025
Q1
$312K Sell
2024
Q4
$1.21M Buy
2024
Q3
$1.24M Sell
2024
Q2
$1.53M Sell
2024
Q1
$1.93M Sell
2023
Q4
$1.96M Buy
2023
Q3
$1.63M Buy
2023
Q2
$1.66M Buy
2023
Q1
$648K Buy
2022
Q4
$579K Buy
2022
Q3
$498K Buy
2022
Q2
$212K Buy
2022
Q1
$234K Buy
2021
Q4
$252K Sell
2021
Q3
$222K Buy
2021
Q1
Sell
2020
Q4
$455K Buy