Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1M Buy
2025
Q1
Sell
2024
Q4
$311K Sell
2024
Q3
$1.28M Buy
2024
Q2
$892K Buy
2024
Q1
$438K Buy
2023
Q4
Sell
2023
Q3
$2.23M Buy
2023
Q2
Sell
2023
Q1
$298K Buy
2022
Q3
Sell
2022
Q2
$482K Buy
2022
Q1
$468K Buy
2021
Q4
$202K Buy