Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$475K Sell
2025
Q1
$597K Sell
2024
Q4
$714K Sell
2024
Q3
$766K Sell
2024
Q2
$826K Sell
2024
Q1
$892K Sell
2023
Q4
$885K Sell
2023
Q3
$675K Buy
2023
Q2
$656K Sell
2023
Q1
$690K Sell
2022
Q4
$1.73M Sell
2022
Q3
$1.91M Sell
2022
Q2
$2.83M Sell
2022
Q1
$4.05M Buy
2021
Q4
$4.23M Buy
2021
Q3
$3.44M Buy
2021
Q2
$1M Buy