Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$141K Buy
2025
Q2
$139K Sell
2025
Q1
$714K Sell
2024
Q4
$1.91M Sell
2024
Q3
$2.65M Sell
2024
Q2
$3.08M Buy
2024
Q1
$3.19M Buy
2023
Q4
$3.2M Sell
2023
Q3
$2.88M Sell
2023
Q2
$3.31M Sell
2023
Q1
$4.02M Buy
2022
Q3
$2.48M Buy
2022
Q2
$2.59M Buy
2022
Q1
$2.79M Buy
2021
Q4
$3.01M Buy
2021
Q3
$1.29M Sell
2021
Q2
$1.75M Buy
2021
Q1
$1.24M Buy
2020
Q4
$246K Buy
2020
Q3
$61K Buy