Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Buy
2025
Q2
$216K Buy
2025
Q1
Sell
2024
Q4
$933K Buy
2024
Q3
$855K Buy
2024
Q2
$720K Sell
2024
Q1
$1.15M Sell
2023
Q4
$1.11M Sell
2023
Q3
$953K Buy
2023
Q2
$934K Buy
2022
Q2
Sell
2022
Q1
$604K Sell
2021
Q4
$1.06M Buy
2021
Q3
$889K Buy
2021
Q1
Sell
2020
Q4
$228K Buy