Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$388K Sell
2025
Q2
$1.54M Buy
2025
Q1
$485K Sell
2024
Q4
$2.21M Buy
2024
Q3
Sell
2024
Q2
$248K Sell
2024
Q1
$450K Sell
2023
Q4
$477K Sell
2023
Q3
$576K Sell
2023
Q2
$921K Buy
2023
Q1
Sell
2022
Q4
$146K Buy
2020
Q4
Sell
2020
Q3
$183K Buy