Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$340K Sell
2025
Q2
$680K Sell
2025
Q1
$873K Buy
2024
Q4
$379K Buy
2024
Q3
$371K Buy
2024
Q2
$391K Buy
2024
Q1
$269K Sell
2023
Q4
$399K Sell
2023
Q3
$345K Sell
2023
Q2
$461K Buy
2023
Q1
$403K Sell
2022
Q4
$340K Buy
2022
Q3
$241K Buy
2022
Q2
Sell
2022
Q1
$454K Sell
2021
Q4
$668K Sell
2021
Q3
$1.26M Buy
2021
Q2
$1.15M Buy
2021
Q1
$635K Buy