Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$432K Sell
2025
Q2
$582K Buy
2025
Q1
$627K Sell
2024
Q4
$1.51M Sell
2024
Q3
$2.91M Buy
2024
Q2
$1.79M Sell
2024
Q1
$1.72M Buy
2023
Q4
$671K Buy
2023
Q3
$525K Hold
2023
Q2
$514K Buy
2023
Q1
$149K Hold
2022
Q4
$191K Buy
2022
Q2
Sell
2022
Q1
$123K Hold
2021
Q4
$121K Hold
2021
Q3
$129K Hold
2021
Q2
$114K Buy
2021
Q1
$90K Hold
2020
Q4
$122K Hold
2020
Q3
$227K Buy