Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Hold
2025
Q2
$281K Sell
2025
Q1
$2.92M Buy
2024
Q4
$1.35M Buy
2024
Q3
$1.59M Sell
2024
Q2
$1.28M Sell
2024
Q1
$1.56M Sell
2023
Q4
$1.49M Buy
2023
Q3
$1.26M Sell
2023
Q2
$1.38M Buy
2023
Q1
$373K Sell
2022
Q4
$341K Buy
2022
Q3
$291K Sell
2022
Q2
$308K Sell
2022
Q1
$348K Buy
2021
Q4
$425K Buy
2021
Q3
$340K Buy