Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Sell
2025
Q2
$3.73M Buy
2025
Q1
Sell
2024
Q4
$374K Sell
2024
Q3
$1.46M Sell
2024
Q2
$6.96M Buy
2024
Q1
$7.55M Buy
2023
Q4
$957K Buy
2023
Q3
$750K Buy
2023
Q2
$362K Buy
2023
Q1
$281K Sell
2022
Q4
$361K Sell
2022
Q3
$5.77M Buy
2022
Q2
Sell
2022
Q1
$561K Buy
2021
Q3
Sell
2021
Q2
$1.35M Buy
2021
Q1
$414K Buy