Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$394K Buy
2025
Q1
$350K Sell
2024
Q4
$615K Buy
2024
Q3
$710K Buy
2024
Q2
$630K Sell
2024
Q1
$3.16M Buy
2023
Q4
$964K Buy
2023
Q3
$531K Buy
2023
Q2
$492K Buy
2023
Q1
$472K Buy
2022
Q4
$412K Sell
2022
Q3
$627K Buy
2022
Q2
$664K Buy
2022
Q1
$875K Buy
2021
Q4
$608K Buy