Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$501K Sell
2025
Q2
$563K Buy
2025
Q1
$417K Sell
2024
Q4
$703K Buy
2024
Q3
$686K Buy
2024
Q2
$549K Sell
2024
Q1
$596K Sell
2023
Q4
$737K Sell
2023
Q3
$809K Sell
2023
Q2
$1.11M Buy
2023
Q1
$1.37M Sell
2022
Q4
$1.2M Buy
2022
Q3
$1.13M Buy
2022
Q2
$1.1M Sell
2022
Q1
$2.25M Hold
2021
Q4
$2.46M Buy
2021
Q3
$740K Buy