Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Sell
2025
Q2
$1.51M Buy
2025
Q1
$1.25M Buy
2024
Q4
$221K Buy
2024
Q3
$218K Buy
2024
Q2
Sell
2024
Q1
$936K Sell
2023
Q4
$836K Sell
2023
Q3
$804K Sell
2023
Q2
$780K Sell
2023
Q1
$1.4M Buy
2022
Q4
$1.29M Buy
2022
Q3
$1.01M Buy
2022
Q2
$903K Buy
2022
Q1
$547K Buy
2019
Q3
Sell
2019
Q2
$14K Buy