Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Buy
2025
Q1
Sell
2024
Q4
$261K Sell
2024
Q3
$361K Sell
2024
Q2
$865K Buy
2024
Q1
$845K Sell
2023
Q4
$1.3M Sell
2023
Q3
$1.65M Sell
2023
Q2
$1.93M Sell
2023
Q1
$2.08M Sell
2022
Q4
$2.02M Buy
2022
Q3
$1.45M Buy
2022
Q1
Sell
2021
Q4
$412K Sell
2021
Q3
$423K Buy
2021
Q2
$352K Buy
2021
Q1
$323K Buy