Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$862K Buy
2025
Q2
$244K Buy
2025
Q1
$70.2K Sell
2024
Q4
$176K Sell
2024
Q3
$902K Hold
2024
Q2
$960K Buy
2024
Q1
$1.3M Sell
2023
Q4
$1.6M Sell
2023
Q3
$1.11M Buy
2023
Q2
$1.22M Sell
2023
Q1
$1.05M Sell
2022
Q4
$1.05M Sell
2022
Q3
$1.18M Sell
2022
Q2
$990K Buy
2021
Q3
Sell
2021
Q2
$777K Sell
2021
Q1
$915K Buy
2020
Q4
$871K Sell
2020
Q3
$698K Buy