Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$388K Buy
2025
Q2
$97K Sell
2025
Q1
$521K Sell
2024
Q4
$1.06M Buy
2024
Q3
$1.01M Buy
2024
Q2
$1.1M Buy
2024
Q1
$273K Buy
2023
Q4
$249K Buy
2023
Q3
$219K Sell
2023
Q2
$366K Sell
2023
Q1
$361K Sell
2022
Q4
$432K Buy
2022
Q3
$111K Sell
2022
Q2
$117K Buy
2022
Q1
$35K Sell
2021
Q4
$36K Sell
2021
Q3
$40K Sell
2021
Q2
$121K Buy
2021
Q1
$8K Buy