Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$335K Buy
2025
Q2
$168K Sell
2025
Q1
$428K Sell
2024
Q4
$1.16M Sell
2024
Q3
$3.66M Sell
2024
Q2
$6.48M Sell
2024
Q1
$9.35M Buy
2023
Q4
$1.15M Buy
2023
Q3
$438K Sell
2023
Q2
$2.09M Buy
2023
Q1
$1.65M Buy
2022
Q4
$1.53M Buy
2022
Q3
$115K Sell
2022
Q2
$247K Sell
2022
Q1
$369K Buy
2021
Q4
$371K Buy