Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$673K Buy
2025
Q2
$536K Sell
2025
Q1
$1.61M Buy
2024
Q4
$1.62M Buy
2024
Q3
$900K Buy
2024
Q2
$921K Sell
2024
Q1
$1.42M Sell
2023
Q4
$1.23M Sell
2023
Q3
$3.81M Buy
2023
Q2
$1.62M Sell
2023
Q1
$2.22M Sell
2022
Q4
$5.15M Buy
2022
Q3
$2.27M Buy
2022
Q2
$274K Sell
2022
Q1
$513K Sell
2021
Q4
$663K Buy
2021
Q3
$362K Buy
2021
Q2
$283K Sell
2021
Q1
$289K Buy