Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Buy
2025
Q2
$248K Sell
2025
Q1
$478K Sell
2024
Q4
$618K Sell
2024
Q3
$572K Buy
2024
Q2
$313K Sell
2024
Q1
$419K Sell
2023
Q4
$388K Buy
2023
Q1
Sell
2022
Q4
$2.76M Buy
2022
Q3
$2.27M Sell
2022
Q2
$2.56M Buy
2022
Q1
$1.54M Buy
2021
Q4
$1.63M Buy
2021
Q3
$1.44M Buy
2021
Q2
$1.23M Buy
2021
Q1
$981K Buy