Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Buy
2024
Q4
Sell
2024
Q3
$249K Sell
2024
Q2
$393K Buy
2024
Q1
$404K Buy
2023
Q4
$457K Sell
2023
Q3
$711K Buy
2023
Q2
$496K Sell
2023
Q1
$1.43M Sell
2022
Q4
$3M Buy
2022
Q3
$2.36M Sell
2022
Q2
$2.01M Sell
2022
Q1
$3.48M Buy
2021
Q4
$5.49M Buy
2021
Q3
$4.47M Buy
2021
Q2
$2.1M Buy
2021
Q1
$2.04M Sell
2020
Q4
$2.13M Buy
2020
Q3
$574K Buy