Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$178K Sell
2025
Q2
$77.4K Sell
2025
Q1
$44.6K Sell
2024
Q4
$101K Sell
2024
Q3
$94.3K Sell
2024
Q2
$168K Sell
2024
Q1
$111K Buy
2023
Q4
Sell
2023
Q3
$979K Buy
2023
Q2
$554K Sell
2023
Q1
$1.15M Buy
2022
Q4
$1.45M Sell
2022
Q3
$3.68M Buy
2022
Q2
$1.82M Buy
2022
Q1
$4.82M Buy
2021
Q4
$3.54M Buy
2021
Q3
$2.6M Sell
2021
Q2
$5.38M Buy