Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Sell
2025
Q2
$624K Sell
2025
Q1
$589K Sell
2024
Q4
$696K Sell
2024
Q3
$1.03M Sell
2024
Q2
$1.3M Sell
2024
Q1
$1.32M Buy
2023
Q4
$1.31M Sell
2023
Q3
$1.18M Sell
2023
Q2
$1.11M Sell
2023
Q1
$1.63M Sell
2022
Q4
$1.51M Buy
2022
Q3
$1.26M Buy
2022
Q2
Sell
2022
Q1
$405K Hold
2021
Q4
$464K Buy