Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Sell
2025
Q2
$201K Buy
2024
Q2
Sell
2024
Q1
$3.76M Buy
2023
Q4
$3.71M Sell
2023
Q3
$3.47M Buy
2023
Q2
$2.75M Buy
2023
Q1
$2.62M Buy
2022
Q4
$2.35M Buy
2022
Q3
$2.15M Sell
2022
Q2
$3.04M Buy
2022
Q1
$3.12M Buy
2021
Q4
$2.37M Buy
2021
Q3
$2.2M Buy