Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$345K Buy
2025
Q2
$348K Buy
2025
Q1
$146K Sell
2024
Q4
$382K Buy
2024
Q3
$189K Buy
2023
Q2
Sell
2023
Q1
$241K Buy
2022
Q4
Sell
2022
Q3
$1.48M Buy
2022
Q2
$1M Sell
2022
Q1
$2.32M Sell
2021
Q4
$8.57M Buy
2021
Q3
$1.3M Sell
2021
Q2
$871K Sell
2021
Q1
$1.73M Buy