Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$64.5K Sell
2025
Q2
$395K Sell
2025
Q1
$1.82M Sell
2024
Q4
$2.7M Buy
2024
Q3
$2.15M Buy
2024
Q2
$1.62M Buy
2024
Q1
$1.3M Buy
2023
Q4
$798K Buy
2023
Q3
$607K Buy
2023
Q2
$673K Buy
2023
Q1
$438K Buy
2022
Q4
$373K Buy
2022
Q3
Sell
2022
Q2
$15K Sell
2022
Q1
$65K Sell
2021
Q4
$110K Sell
2021
Q3
$176K Buy
2021
Q2
$120K Buy