Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$273K Buy
2025
Q2
Hold
2025
Q1
Sell
2024
Q4
$9.49M Buy
2024
Q3
$578K Sell
2024
Q2
$4.14M Buy
2024
Q1
Sell
2023
Q4
$842K Buy
2023
Q2
Sell
2023
Q1
$227K Buy
2022
Q4
Sell
2022
Q3
$205K Buy
2022
Q2
$250K Sell
2022
Q1
$465K Buy
2021
Q4
$437K Buy
2021
Q3
$581K Buy
2021
Q2
$654K Buy