Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Buy
2025
Q2
$307K Sell
2025
Q1
$311K Sell
2024
Q4
$402K Buy
2024
Q3
$394K Sell
2024
Q2
$499K Sell
2024
Q1
$524K Sell
2023
Q4
$569K Buy
2023
Q3
$448K Sell
2023
Q2
$455K Sell
2023
Q1
$498K Buy
2022
Q4
$424K Sell
2022
Q3
$7.65M Sell
2022
Q2
$7.84M Buy
2022
Q1
$7.82M Buy
2021
Q4
$7.99M Sell
2021
Q3
$9.05M Buy
2021
Q2
$7.99M Sell
2021
Q1
$7.92M Buy