Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Buy
2025
Q2
Sell
2025
Q1
$207K Sell
2024
Q4
$550K Buy
2024
Q3
$508K Sell
2024
Q2
$583K Sell
2024
Q1
$701K Sell
2023
Q4
$561K Sell
2023
Q3
$628K Sell
2023
Q2
$2M Sell
2023
Q1
$2.41M Buy
2022
Q4
$1.7M Sell
2022
Q3
$1.48M Sell
2022
Q2
$2.12M Sell
2022
Q1
$2.35M Sell
2021
Q4
$3.62M Sell
2021
Q3
$4.02M Buy
2021
Q2
$3.71M Buy
2021
Q1
$1.76M Buy
2020
Q4
$1.27M Buy