Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Sell
2025
Q2
$689K Sell
2025
Q1
$1.45M Sell
2024
Q4
$1.63M Buy
2024
Q3
$1.63M Sell
2024
Q2
$1.78M Sell
2024
Q1
$2.11M Buy
2023
Q4
$1.49M Sell
2023
Q3
$2.38M Buy
2023
Q2
$2.75M Buy
2023
Q1
$779K Buy
2022
Q4
$488K Buy
2022
Q3
$393K Sell
2022
Q2
$307K Sell
2022
Q1
$14.9M Buy
2021
Q4
$26M Buy
2021
Q3
$443K Buy
2021
Q2
$258K Sell
2021
Q1
$220K Buy