Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Buy
2025
Q2
$108K Sell
2025
Q1
$109K Hold
2024
Q4
$135K Sell
2024
Q3
$183K Sell
2024
Q2
$792K Sell
2024
Q1
$970K Buy
2023
Q4
$948K Sell
2023
Q3
$614K Buy
2023
Q2
$269K Sell
2023
Q1
$1.27M Sell
2022
Q4
$1.03M Sell
2022
Q3
$1.52M Buy
2022
Q2
$1.69M Sell
2022
Q1
$9.37M Buy
2021
Q4
$10M Buy
2021
Q3
$13.3M Buy
2021
Q2
$4.9M Buy